Albi Kacani is a CFP-designated registered investment advisor at Howard Financial Services, LTD., based in Dallas, TX, with 12 years of industry experience. Albi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 520 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
All advisory fees are negotiable. Some clients are billed at a fixed percentage and are not subject to the tiered schedule.
Fee Estimator
Location
8350 Meadow Road, Suite 181, Dallas, TX, 75231
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Howard Financial Services, LTD.
State Registrations1 state
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