Albert Investments, LLC
Assets Under Management
$21.0M
Number of Clients
230,377
Number of Advisors
N/A
Average Client AUM
$91.187
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Albert Investments provides portfolio management services to customers of Albert Corp's packaged services, offered via mobile or desktop app. These services include savings accounts, budgeting tools, credit monitoring, cash back, bill reduction, insurance shopping, educational advice, automated transfers, brokerage services, and portfolio management. Clients access these services by opening an Albert Securities account and purchasing a managed portfolio.
Fee Structure
Albert Investments offers portfolio management services as part of a packaged service from its parent company, Albert Corp. Customers pay a fixed monthly fee to Albert Corp. for a bundle of financial services, including portfolio management. This monthly fee covers brokerage commissions, custody fees, and portfolio management fees. Supplemental fees may apply for videoconference meetings and certain account-related services.
Areas of Practice
Location
126 E Haley St, Suite A2, Santa Barbara, CA, 93101