Douglas Albert
Douglas Albert is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 38 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2012Regulatory
September 2004Employment Separation After Allegations
June 2004Customer Dispute
February 2003Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Douglas is an insurance agent selling life and variable life/annuities since 2011, dedicating minimal time to this activity. He is also a trustee for his mother's revocable living trust since 2000, spending minimal time managing trust properties.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Great Eastern Securities, INC.Broker
David Lerner Associates, INC.Broker
Ehrlich-Bober & CO., INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.