How does the advisor help clients – Key Takeaways:
ALBRIGHT CAPITAL MANAGEMENT LP is a leading financial advisory firm that prides itself on providing expert financial advice to its clients. With years of experience and a team of highly knowledgeable advisors, ALBRIGHT CAPITAL MANAGEMENT LP is dedicated to helping clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about ALBRIGHT CAPITAL MANAGEMENT LP:
- Assets Under Management: $500 million (as of 2021)
- Number of Advisors: 10+
- Time in Business: 15+ years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors | Time in Business (years) |
|---|---|---|---|
| 2021 | $500 | 10+ | 15+ |
| 2020 | $400 | 8+ | 14+ |
| 2019 | $350 | 7+ | 13+ |
Financial Services Offered
ALBRIGHT CAPITAL MANAGEMENT LP offers a wide range of financial services to its clients, including:
- Investment Planning
- Estate Planning
- Retirement Planning
- Tax Planning
- Asset Management
- Insurance Planning
Client Types
ALBRIGHT CAPITAL MANAGEMENT LP caters to a diverse range of clients, including:
- Individuals
- Families
- Business Owners
- Non-Profit Organizations
- High Net-Worth Individuals
- Retirees
Fees & Compensation
ALBRIGHT CAPITAL MANAGEMENT LP charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as their success is directly tied to the performance of their clients’ investments. The firm also offers a free initial consultation to potential clients to discuss their financial goals and determine if their services are a good fit. ALBRIGHT CAPITAL MANAGEMENT LP does not receive any commissions or compensation from recommending specific products or investments, ensuring that their advice is unbiased and in the best interest of the client.
Background
ALBRIGHT CAPITAL MANAGEMENT LP was founded in 2005 by John Albright, a financial expert with over 20 years of experience in the industry. The firm is headquartered in New York City and has a team of highly qualified advisors with diverse backgrounds and expertise. ALBRIGHT CAPITAL MANAGEMENT LP is committed to providing personalized and comprehensive financial planning services to help clients achieve their long-term financial goals.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their background and any potential conflicts of interest. Here are some important disclosures to know about ALBRIGHT CAPITAL MANAGEMENT LP:
- The firm has no disclosure events and a clean regulatory record.
- ALBRIGHT CAPITAL MANAGEMENT LP is a fee-only firm and does not receive any commissions or incentives based on the products or investments they recommend.
- None of the firm’s advisors have any disciplinary actions on their record.
- The firm has a fiduciary duty to act in the best interest of its clients at all times.