Aberdour Investments fees and pricing
Financial planner in Shoreview, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2024, Aberdour Investments charges $80-$250 an hour and a flat or project fee of $250-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $80-$250/hr
“Upon termination, the half of the fee that is due up front will be non-refundable, and no further fees will be charged. Financial Planning Hourly Fee inancial Planning fee is an hourly rate between $80.00 and $250.00 per hour, depending on complexity.”
- Flat or project fee
- $250-$5,000
“The fixed fee can range between $250.00 and $5,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aberdour Investments bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee F may be negotiable in certain cases and is due at the completion of the engagement.”
How Aberdour Investments’ fees compare
- Its hourly rate of $80-$250 is below the Minnesota median of $263. 10% of the 115 other Minnesota planners that publish an hourly rate charge less.
- None of the 2 other planners in Shoreview that publish an hourly rate charge less.
- Its flat or project fee of $250-$5,000 is below the Minnesota median of $5,250. 26% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- None of the 2 other planners in Shoreview that publish a flat or project fee charge less.
About Aberdour Investments
- Principal: Christopher Saxton
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $2,154,152
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299195
- Phone
- (651) 785-5169
Other planners in Shoreview that publish fees
- Great Waters FinancialShoreview$150-$350/hr, $2,000-$4,500
- Guide Financial PlanningShoreview$250/hr, $1,800-$4,500
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.