Albert Kirchner
Albert Kirchner is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Lloyd Harbor, NY, 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 High Net Worth, Investment Management. Their firm serves 4,251 clients with $500B 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 $25.0M | 0.65% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Representative fee schedule shown for U.S. Large Cap Equity institutional strategies. Fees are negotiable over $100 million. Different strategies and client types have distinct schedules.
Fee Estimator
Location
Lloyd Harbor, NY
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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 Activities
Albert is an officer in the Cold Spring Harbor Booster Club, raising money for sports teams. This activity is unpaid and takes about 10-20% of his time, including during trading hours.
Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.
Columbia Management Investment Distributors, INC.Broker
Previous Registrations
Foreside Fund Services, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
The Dreyfus Service CorporationBroker
State Registrations1 state
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