Paul Alberts
Paul Alberts is a CFP, ChFC-designated registered investment advisor at Ausdal Financial Partners, INC., based in Arlington Heights, IL, with 41 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
Arlington Heights, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is the owner of Alberts Wealth Advisors, LLC, dedicating nearly full-time hours to the business, which includes selling fixed life, health & dental, disability, long term care, and fixed annuities. He also co-owns Alberts Home Port Real Estate & Investments, Inc. and spends minimal time assisting with accounting, marketing, and referrals, and works as an election judge as needed.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Nsa Securities CorporationBroker
Bny Investment Center INC.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Woodbury Financial Services, INC.Broker
State Registrations13 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
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