Albert Capital Management LLC fees and pricing

Financial planner in Palm Coast, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 15, 2024, Albert Capital Management LLC charges $75 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $75/hr; “We charge an hourly fee for advisory consulting services of $75.00.”

Payment and refund terms, quoted from the fee section of the brochure.

“Alternatively, we may agree to negotiate a lower fee for simpler situations, and we will invoice you directly.”
“The management retainer fee that is paid in advance will be pro-rated for the quarter in which the cancellation notice was given, and any unearned fees will be refunded to you.”
“An hourly fee client will be billed in arrears while a retainer client will be billed in advance regarding the retainer and then hourly fees will be subtracted from that amount.”

Its hourly rate of $75 is below the Florida median of $288. None of the 372 other Florida planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 314449
Phone: (617) 909-1534

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.