seller-profile

Leo Marte

Abundant Advisors

Available by Appointment

Huntersville, NC 28078

704-317-8938

Connect with Leo

General Information

Firm Start Year

2020

No.of Employees

1

CRD#

6762429

Firm CRD#

310643

Name of Custodial Firm

TD Ameritrade

States Licensed in

NC

Years of Experience in Financial Services

11

Number of Years with Current Firm

1

Work Experience

President, Abundant Advisors (Aug 2020 - Present)

Vanguard (Jul 2009 - Aug 2020) Led a team of CFP® professionals within Vanguard Personal Advisor Services®, who managed investment portfolios and relationships for high net worth clients with assets exceeding $1 million. Total assets under management exceeded $2 billion.

Foreign Languages Serviced

English, Spanish

Advisory Services Provided

Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, MBA

Firm Information

Assets Managed by Firm

$1,000,000

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$1 Million

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Minimum Fee Charged for Managed Accounts

$1,250 per quarter

Education

Master of Business Administration - Strategic Management and International Business

Villanova University
01/01/2011 - 12/31/2012

Bachelor of Arts - Computer Science

Gettysburg College
01/09/2005 - 05/30/2009

Disclosures

https://www.abundantadvisors.com/s/AA-Form-ADV-Part-2A-2B.pdf

Disclaimer

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at(704) 317-8938 if there is any change in your financial situation, needs, goals, or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from AA with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.