AR
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
476 advisors
Number of Clients
26,445 clients
Average Client Portfolio
$26.8M average
Assets Under Management
$709.2B
Fee Structure
AB is generally compensated based on a percentage of assets under management. Fees are usually charged quarterly. The fees may be modified based on factors such as account size, client relationship, and complexity. AB also has performance-based fee arrangements available. SMA programs have all-inclusive fees, with AB receiving a portion ranging from 0.25% to 0.90% annually.
Areas of Practice
Investment ManagementReal Estate Investing
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Advisor Information
Office location
800 Capitol Street, Suite 3550, Houston, TX, 77002
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Alliancebernstein L.P.
October 2005 - Present · 20 yrs 3 mos
Sanford C. Bernstein & Co., LLC
October 2005 - Present · 20 yrs 3 mos
Sanford C. Bernstein & Co., LLC Broker
October 2005 - Present · 20 yrs 3 mos
Previous Registrations
Vestor Capital Corporation
July 2003 - August 2005 · 2 yrs 1 mo
Vestor Capital Securities CorporationBroker
July 2003 - August 2005 · 2 yrs 1 mo
Terra Financial Planning Group Ltd
October 2002 - July 2003 · 9 mos
Capital Brokerage CorporationBroker
September 2002 - July 2003 · 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.