Albert Browning
Albert Browning is a CFP-designated registered investment advisor at Integras Partners, LLC, based in Alpharetta, GA, with 21 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 188 clients with $240M 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 $500K | 1.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees may be reduced by combining account values of family members. Minimum annual fee of $5,000 may be waived.
Fee Estimator
Location
3180 North Point Parkway, Suite 102, Alpharetta, GA, 30005
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 is a general insurance agent for Integras Partners, LLC, selling fixed life, annuity, and long-term care insurance, dedicating minimal time. He is also a managing member of Webb North Holdings, LLC, involved in commercial real estate ownership, dedicating minimal time. Finally, Albert is a registered representative with Integras Partners, providing investment advice, dedicating about 10-20% of his time.
Employment History
Current Registrations
Integras Partners, LLC
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Esi Financial Advisors
State Registrations3 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.