Albert Dagosto

ChFC

United Planners' Financial Services of America a Limited Partner

36 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Planners' Financial Services of America a Limited Partner

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

531 advisors

Number of Clients

26,942 clients

Average Client Portfolio

$395K average

Assets Under Management

$10.6B

Fee Structure

Minimum Investment:$10K

Location

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023

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History

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.

Other Business ActivitiesSells Insurance

Albert is a notary since 2010 and the CEO of Retirement & Money Strategies since 2010, a DBA for marketing purposes. He is also an agent for non-variable insurance since 2004.