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Albert Brown

22 Years of Experience
Tucson, AZ

Albert Brown is a registered investment advisor at Wealth Management Partners, LLC, based in Tucson, AZ, with 22 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 799 clients with $790M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
799 clients
Average Client Portfolio
$993K average
Assets Under Management
$793.5M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1980 E River Road, Suite 120, Tucson, AZ, 85718

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wealth Management Partners, LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2009 - October 2020 · 11 yrs 2 mos
Raymond James Financial Services, INC.Broker
August 2009 - October 2020 · 11 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
September 2005 - August 2009 · 3 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2005 - August 2009 · 4 yrs
Merrill Lynch Pierce Fenner & Smith INC.
May 2003 - August 2005 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2003 - August 2005 · 2 yrs 5 mos
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.