Betty Albitz
Betty Albitz is a ChFC-designated registered investment advisor at Contego Capital Group, INC., based in Edina, MN, with 41 years of industry experience. Betty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 89 clients with $88M 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 | 1.50% |
Maximum annual fee is 1.50% of assets under management. Fees are negotiable based on historical relationships, account composition, and asset amounts.
Fee Estimator
Location
200 Southdale Center, Edina, MN, 55435
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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
Betty is involved in several business activities. She sells fixed and non-variable insurance products, including fixed annuities, health, disability, long-term care, and life insurance, dedicating minimal time to this during securities trading. Betty also operates Betty J. Albitz, Inc., a DBA for her LPL business, taking nearly full-time hours, and Betty Albitz Insurance, spending about 10-20% of her time on Medicare solicitation, enrollment, and other insurance products. Finally, Betty is the President/Owner of BJAlbitz Tax Services, spending about 10-20% of her time there.
Employment History
Current Registrations
Contego Capital Group, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Manequity, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations1 state
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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