Albert Akerman
Albert Akerman is a registered investment advisor at R & R Financial Planners, INC., based in East Meadow, NY, with 30 years of industry experience. Albert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 232 clients with $60M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Schedule reflects the Interactive Brokers Program. Firm also offers the SEI Management Program and Jackson National Life annuity management at separate rates.
Fee Estimator
Location
1802 Hempstead Turnpike, East Meadow, NY, 11554
Get directionsHistory
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
Albert works as an arbitrator and arbitration panel chairman for FINRA, hearing industry disputes. He is also an independent insurance agent selling protection and fixed products, dedicating about 10-20% of his time to this. Albert is also President and Managing Member of Strategic Management Associates, LLC, providing consulting & financial advice & services for fees & commissions, taking between about half and nearly all of his time. Finally, he works part-time as an usher at event venues.
Employment History
Current Registrations
R & R Financial Planners, INC.
Rnr Securities, L.L.C.Broker
Previous Registrations
Cl Wealth Management LLC
Cl Wealth Management, LLC
Cabot Lodge Securities LLCBroker
Allied Beacon Wealth Management, LLC
Allied Beacon Partners, INC.Broker
Andrew Garrett INC.Broker
Andrew Garrett, INC.
AXA Advisors, LLCBroker
Ssh Securities, INC.Broker
David Lerner Associates, INC.Broker
Sea Port Group Securities, LLCBroker
Barclays Capital INC.Broker
Tokyo-Mitsubishi Securities (USA), INC.Broker
National Financial Services CorporationBroker
J.P. Morgan Securities INC.Broker
Daiwa Securities America INC.Broker
State Registrations5 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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