Talbot Albert
Talbot Albert is a registered investment advisor at Chapin Davis Asset Management, based in Baltimore, MD, with 38 years of industry experience. Talbot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 498 clients with $540M 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 | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiable with your investment adviser representative. This fee also applies to wrap fee accounts and 401k investment advisory services.
Fee Estimator
Location
1411 Clarkview Road, Baltimore, MD, 21209
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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
Talbot owns and trains thoroughbred race horses in partnership with his sister and is a partner in a family-owned farm, dedicating minimal time to each. He is also an agent and owner at Chapin Davis Insurance Inc., selling variable and fixed insurance products, and volunteers on the investment committee for Sons of the American Revolution.
Employment History
Current Registrations
Chapin Davis Asset Management
Chapin, DavisBroker
Previous Registrations
Jones Falls Securities INC.Broker
State Registrations50 states
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