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How does the advisor help clients – Key Takeaways:
Albert A. Caporaso & Associates, Inc. is a highly reputable financial advisory firm that assists clients in achieving their financial goals. With years of expertise in the financial industry, the firm provides personalized and comprehensive financial planning services to help clients protect, preserve, and grow their wealth.
Facts and Insights
Albert A. Caporaso & Associates, Inc. was founded in 2001 by financial expert, Albert A. Caporaso. The firm is headquartered in New York and has a team of experienced and knowledgeable advisors who have a deep understanding of the financial markets and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million + | 10+ | 20 years |
Financial Services Offered
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types
Albert A. Caporaso & Associates, Inc. works with a diverse range of clients, including high-net-worth individuals and families, business owners, and professionals. The firm also serves institutional clients, such as corporations, non-profit organizations, and government entities.
Fees & Compensation
The firm charges fees based on a percentage of the client’s assets under management. The exact percentage varies depending on the client’s assets and the services requested. However, the firm follows a transparent fee structure and avoids any conflicts of interest by not accepting commissions or third-party payments.
Background
The founder of Albert A. Caporaso & Associates, Inc., Albert A. Caporaso, has over 30 years of experience in the financial industry. He is a certified financial planner (CFP) and a chartered financial analyst (CFA). He leads a team of advisors who are highly qualified and skilled in providing top-notch financial advice and services.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Albert A. Caporaso & Associates, Inc. is required to adhere to all relevant laws and regulations. The firm has a clean record with no disciplinary actions or sanctions from the Securities and Exchange Commission (SEC) or any other regulatory authority. The firm’s advisors also have a clean record and pride themselves on maintaining ethical and transparent relationships with their clients.