Albert Shapiro
Albert Shapiro is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in El Cajon, CA, with 6 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 30,369 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners does not set a firm-wide investment management fee schedule. Instead, your advisor will determine an advisory fee based on the complexity of your portfolio, the services provided, and the platform used.
- The maximum annual advisory fee cannot exceed 3% of your portfolio.
- Depending on the account type (such as Pershing UPlan or third-party custodian accounts), there may be additional administration or program fees ranging from 0.05% to 0.19% per year, or flat monthly fees (such as $8 per month for certain custodian accounts).
- Your advisor will discuss and agree upon the specific fee structure with you before managing your investments.
Location
780 Jamacha Road, El Cajon, CA, 92019
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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 ActivitiesSells Insurance
Albert is a trustee of a family trust, owns rental property, and is a real estate broker representing his family. He also sells fixed life insurance products (a few hours per week), manages advisory clients with PFG Advisors (about a quarter of his time), and works full-time as a financial advisor for MyPoint Credit Union members.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Bankers Life Securities, INC.Broker
Bankers Life Advisory Services, INC.
Lifepro Asset Management
Interfirst Capital CorporationBroker
State Registrations1 state
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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