Abbey Street

Retirement Planning Firm in Eden Prairie, MN

Firm Info
Address: 775 Prairie Center Dr, Eden Prairie, MN 55344, USA
Website:
Phone: (952) 224-7272

Firm Size
Assets Under Management: $207.6 million
# of Advisors: 4
# of Clients: 400
Client to Advisor Ratio: 100:1
Average Account Size: $518,906
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Abbey Street Overview

Abbey Street is a registered investment advisory firm that specializes in investment advice only. It is headquartered in Eden Prairie, MN and has been in business since 2019. The firm operates on a fee-only basis, which means that it charges clients a fee for its services, but does not receive any additional compensation from selling financial products. The firm offers a range of services to its clients, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its team of experienced professionals works closely with clients to understand their financial goals and objectives, and to develop customized investment strategies that align with those goals. In addition to its advisory services, Abbey Street also offers educational seminars and workshops to help clients better understand the financial markets and the investment process. These resources are designed to empower clients to make informed decisions and to take control of their financial futures. Overall, Abbey Street is committed to providing clients with high-quality investment advice and personalized service that helps them achieve their financial goals.

ABBEY STREET is a financial services firm that serves a wide range of clients, including individuals, high net worth individuals, and charitable organizations. With a sophisticated understanding of complex financial transactions, they are committed to empowering their clients to take control of their financial futures. The firm offers a range of fee structures to suit different needs and services. For those seeking investment management services, they offer a percentage of assets under management (AUM) model, which charges a fixed percentage of the value of your portfolio. This approach is particularly suitable for investors who want to remain fully invested in the market and achieve competitive returns. For individuals who need customized financial planning services, ABBEY STREET provides flexible hourly rates. This allows for personalized advice and consultation to construct a tailored financial plan that fits the unique needs of each individual client. Finally, for more specialized financial services, such as tax preparation or estate planning, the firm offers fixed fees. This is a predetermined rate for specific financial tasks that gives clients a clear idea of the costs they can expect. Overall, ABBEY STREET is committed to making financial planning accessible and affordable for clients of all backgrounds. Their diverse range of fee structures and services allow for customized financial solutions that balance affordability with quality expertise.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Abbey Street does not mention anything about their investment minimum.

How This Office Can Help Eden Prairie, MN Residents

Abbey Street provides valuable financial assistance to clients in Eden Prairie, MN, a community that may be facing a wide range of financial challenges. For instance, many individuals and families in Eden Prairie may be dealing with high levels of debt, due to expenses like medical bills, student loans, and credit card balances. Abbey Street's expert financial advisors can help clients in this situation develop a plan to pay off their debts and improve their credit scores. Additionally, many people in Eden Prairie may be struggling to save for retirement or invest their money effectively. Abbey Street can offer guidance on a range of investment options, including stocks, bonds, and mutual funds, helping clients to maximize their returns and build wealth over time. Whatever a client's specific financial situation may be, Abbey Street is committed to providing personalized advice and support to help them achieve their goals.

To view the Minimum Investment and Fee Schedule for Abbey Street, visit their Part 2 Brochure.

Services Offered by Abbey Street

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Abbey Street most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 775 Prairie Center Dr, Eden Prairie, MN 55344, USA
Phone (952) 224-7272
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Abbey Street is registered to service clients in the following states:

  • Minnesota

Disciplinary History

Abbey Street does not have any disclosures. Please visit it's Form ADV for more details.