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

555 California Street, 44th Floor, San Francisco, CA, 94104

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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
Alliancebernstein L.P.
February 2022 - Present · 3 yrs 11 mos
Sanford C. Bernstein & Co., LLC
January 2019 - Present · 7 yrs
Sanford C. Bernstein & Co., LLC Broker
January 2019 - Present · 7 yrs
State Registrations22 states
CACOCTDCDEFLHIMAMDMEMIMTNCNJNVNYOHPATNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.