ABRI LLC is a registered investment adviser in the State of Kentucky and other states where it is appropriately registered. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Nothing on this website is to be taken as advice in any form or a recommendation for you situation but is for informational purposes only.
*Account minimums apply for all services to be included at an average of 1% fee schedule. If a client has at least $4,500,000, then all services (investment management, insurance management, personal estate planning and personal prep and tax filing) will be included. These services are also all available and included for clients with accounts below $4,500,000 but their investment account fee is set according to the graded schedule listed in the firm's ADV and may be slightly higher average than the 1% listed above.
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Estate Planning Dashboard