Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
410 advisors
Number of Clients
22 clients
Average Client Portfolio
$74.9M average
Assets Under Management
$1.6B

Fee Structure

AB is generally compensated based on a percentage of assets under management. Fees are calculated quarterly. Institutional fees may be modified based on factors like account size and client relationship. AB also has performance-based fee arrangements available. The brochure mentions specialized investment strategies with individualized fee arrangements and historical fee schedules with longstanding clients that may differ from those applicable to new client relationships.

Areas of Practice
Investment ManagementRetirement PlanningAlternative InvestmentsReal Estate Investing
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Advisor Information

Office location

Bala Cynwyd, PA

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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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Employment History
Current Registrations
Sanford C. Bernstein & Co., LLC
May 2024 - Present · 1 yr 8 mos
Sanford C. Bernstein & Co., LLC Broker
May 2024 - Present · 1 yr 8 mos
Alliancebernstein L.P.
April 2024 - Present · 1 yr 9 mos
State Registrations3 states
CANJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amara Briggs - Financial Advisor | AdvisorDiscover