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Albert Barbaro

35 Years of Experience
Tallassee, AL
Broker

Albert Barbaro is a registered investment advisor at American Beacon Advisors, INC., based in Tallassee, AL, with 35 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 Investment Management. Their firm serves 11 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
11 clients
Average Client Portfolio
$5.4B average
Assets Under Management
$59.9B

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)
Minimum Annual Fee:$30,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250.0M0.10%
$250.0M - $500.0M0.06%
$500M+0.04%

Fees are negotiable. A minimum annual fee of $30,000 applies to separate accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Tallassee, AL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Albert provides sales activities for American Beacon Advisors, an affiliate of Resolute Investment Distributors, Inc.

Employment History
Current Registrations
American Beacon Advisors, INC.
September 2022 - Present · 4 yrs 1 mo
Resolute Investment Distributors, INC.
July 2022 - Present · 4 yrs 3 mos
Resolute Investment Distributors, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Natixis Advisors, LLC
July 2008 - July 2022 · 14 yrs
Natixis Distribution, LLCBroker
June 2004 - July 2022 · 18 yrs 1 mo
Levco Securities, INC.Broker
April 2002 - June 2004 · 2 yrs 2 mos
Eaton Vance Distributors, INC.Broker
November 1996 - April 2002 · 5 yrs 5 mos
Eaton Vance Distributors, INC.Broker
February 1993 - November 1996 · 3 yrs 9 mos
Moors & Cabot, INC.Broker
August 1992 - November 1992 · 3 mos
Commonwealth Equity Services, INC.Broker
August 1991 - December 1991 · 4 mos
Shearson Lehman Hutton INC.Broker
June 1989 - October 1989 · 4 mos
Thomson Mckinnon Securities INC.Broker
January 1988 - April 1988 · 3 mos
L. F. Rothschild & CO. IncorporatedBroker
September 1987 - November 1987 · 2 mos
State Registrations5 states
ALGAMSTNTX
AdvisorBroker

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
No exam information available for this advisor.