Albert Messina
Albert Messina is a registered investment advisor at Silvercrest Asset Management Group LLC, based in New York, NY, with 13 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,205 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.60% |
Schedule represents managed balanced portfolios. Fixed income portfolios are 0.40% on the first $10 million and 0.30% on the balance. Cash-only portfolios are 0.20%. Municipal value strategy is 0.65%. Fees are negotiable for larger amounts.
Fee Estimator
Location
1330 Avenue of the Americas, New York, NY, 10019
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Employment History
Current Registrations
Silvercrest Asset Management Group LLC
State Registrations2 states
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
More Advisors
- Roger Vogel, CFASilvercrest Asset Management Group LLC
- Brian Gemino, CFPSilvercrest Asset Management Group LLC
- Dee-Ann Fox, CFPDee-Ann R. Fox, CFP
- Konstantin Fominykh, CFATenviz
- James Colavita, CFPGentrust
- Paul Bernardi, CFPCohen & Steers Capital Management INC.