AN
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Albert Nassar
7 Years of Experience
Fort Lauderdale, FL
1 Disclosure
Albert Nassar is a registered investment advisor at Heller Private Wealth, based in Fort Lauderdale, FL, with 7 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $96M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
42 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$95.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable. Combined fee charged by Heller Private Wealth and any independent manager will never exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1700 East Las Olas Boulevard, Suite 207, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
September 2022Employment History
Current Registrations
Heller Private Wealth
October 2025 - Present · 6 mos
Previous Registrations
Axxcess Wealth Management, LLC
February 2024 - October 2024 · 8 mos
Ashton Thomas Private Wealth
November 2022 - April 2023 · 5 mos
Ameriprise Financial Services, LLC
January 2021 - September 2022 · 1 yr 8 mos
Ameriprise Financial Services, LLCBroker
January 2021 - September 2022 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - January 2021 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2017 - January 2021 · 3 yrs 11 mos
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.