Albert Sebastian is a CFA-designated registered investment advisor at Prospect Advisors, LLC, based in Stamford, CT, with 15 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $26M 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 | 1.70% |
Fees are negotiable in certain circumstances. The firm also offers investment research services to other advisors and funds for a fixed annual fee ranging from $10,000 to $100,000.
Fee Estimator
Location
Stamford, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prospect Advisors, LLC
State Registrations1 state
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Exams
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