AB

Albert Frederick Barbaro

34 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
15 advisors
Number of Clients
11 clients
Average Client Portfolio
$5.3B average
Assets Under Management
$58.8B

Fee Structure

Minimum Investment:$100M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250.0M0.10%
$250.0M - $500.0M0.06%
$500M+0.04%

Irrespective of the amount of assets managed, a minimum annual fee of $30,000 is charged for separate accounts. American Beacon’s fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$30,000

American Beacon does not have a basic fee schedule for employee benefit plan or collective investment trust services. The standard fee schedule for separate accounts is 0.10% per annum on the first $250 million in assets, 0.06% on the next $250 million, and 0.04% thereafter. A minimum annual fee of $30,000 is charged for separate accounts. These fees are negotiable.

Areas of Practice
Investment Management
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Advisor Information

Office location

Tallassee, AL

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Albert provides sales activities for American Beacon Advisors, an affiliate of Resolute Investment Distributors, Inc.

Employment History
Current Registrations
American Beacon Advisors, INC.
September 2022 - Present · 3 yrs 4 mos
Resolute Investment Distributors, INC.
July 2022 - Present · 3 yrs 6 mos
Resolute Investment Distributors, INC.Broker
July 2022 - Present · 3 yrs 6 mos
Previous Registrations
Natixis Advisors, LLC
July 2008 - July 2022 · 14 yrs
Natixis Distribution, LLCBroker
June 2004 - July 2022 · 18 yrs 1 mo
Levco Securities, INC.Broker
April 2002 - June 2004 · 2 yrs 2 mos
Eaton Vance Distributors, INC.Broker
November 1996 - April 2002 · 5 yrs 5 mos
Eaton Vance Distributors, INC.Broker
February 1993 - November 1996 · 3 yrs 9 mos
Moors & Cabot, INC. Broker
August 1992 - November 1992 · 3 mos
Commonwealth Equity Services, INC. Broker
August 1991 - December 1991 · 4 mos
Shearson Lehman Hutton INC.Broker
June 1989 - October 1989 · 4 mos
Thomson Mckinnon Securities INC.Broker
January 1988 - April 1988 · 3 mos
L. F. Rothschild & CO. IncorporatedBroker
September 1987 - November 1987 · 2 mos
State Registrations5 states
ALGAMSTNTX
AdvisorBroker
Exams
No exam information available for this advisor.
Albert Frederick Barbaro - Financial Advisor | AdvisorDiscover