Kevin Albrecht
Kevin Albrecht is a registered investment advisor at Osaic Wealth, INC., based in East Bridgewater, NJ, with 32 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
1200 Route 22, Suite 2000, East Bridgewater, NJ, 08807
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
June 2022Customer Dispute
March 2003Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Kevin is an insurance agent since 1994, dedicating minimal time to individual insurance sales. He also works with Novem Group as of April 2022 (taking about half of Kevin's time) and with Osaic Wealth, Inc. as a registered representative since October 2024 (nearly full-time).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Novem Group
Previous Registrations
American Portfolios Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Waddell & ReedBroker
Waddell & Reed
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
Liberty Securities CorporationBroker
Pamco Securities and Insurance ServicesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Thomas F. White & CO., IncorporatedBroker
Richard Blackman & CO., INC.Broker
Equitable Securities of New York,inc.Broker
State Registrations6 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.