Adam John Geist

Alliancebernstein L.P.

8 Years of Experience

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Firm Information

Alliancebernstein L.P.

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.

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Areas of Practice

Investment ManagementReal Estate Investing

Advisor Information

Office location

One Nashville Place, 150 Fourth Avenue, Nashville, TN, 37219

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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.