Albert Investments, LLC

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Assets Under Management

$21.0M

Number of Clients

230,377

Number of Advisors

N/A

Average Client AUM

$91.187

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Albert Investments provides portfolio management services to customers of Albert Corp's packaged services, offered via mobile or desktop app. These services include savings accounts, budgeting tools, credit monitoring, and more. Clients access portfolio management by opening an Albert Securities account and purchasing a managed portfolio.

Fee Structure

Financial Planning:Included in AUM fee

Areas of Practice

Investment Management

Location

126 E Haley St, Suite A2, Santa Barbara, CA, 93101

0 Advisors at this firm

No advisors found for this firm.