Ted Albrecht is a CFP-designated registered investment advisor at Journey Strategic Wealth LLC, based in Tampa, FL, with 25 years of industry experience. Ted operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 928 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Strategic Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.30% to 1.75%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance.
Location
13919 Carrollwood Village Run, Tampa, FL, 33618
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Regulatory History (1)
Customer Dispute
April 2019Other Business Activities
Ted works as a Wealth Advisor at MDL Wealth Management, focusing on wealth management and financial planning. This activity takes nearly a full-time commitment during securities trading.
Employment History
Current Registrations
Journey Strategic Wealth LLC
Previous Registrations
LPL Financial LLC
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
J.P. Morgan Institutional Investments INC.Broker
J. P. Morgan Invest, LLCBroker
American Century Investment Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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.