P. Albano is a registered investment advisor at Jefferson Asset Management, based in Crystal City, MO, with 27 years of industry experience. P. 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 28 clients with $5.9M 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 $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.38% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1M+ | 1.00% |
Fees are not negotiable.
Fee Estimator
Location
Crystal City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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P. is the President of Quonset Corporation, a hospitality and recreation business, since 1975. P. spends about 10-20% of their time there, including approximately ten hours per week during trading hours, in their role as chief executive officer.
Employment History
Current Registrations
Jefferson Asset Management
State Registrations1 state
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