Michael Carrillo is a registered investment advisor at Albanyadvisor Group LLC, based in Albany, NY, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 412 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AlbanyAdvisor Group's investment management fee ranges from 0.50% to 1.50% annually, based on the amount of assets managed, the complexity of the services, and the overall client relationship. The fee is calculated based on the market value of your investments at the end of each quarter and is deducted from your account. Fees may be negotiable.
Location
20 Corporate Woods Blvd.., Suite 400, Albany, NY, 12211-2396
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the COO/CCO of Albany Advisory Group, a Registered Investment Advisor (RIA). This role requires full-time commitment, with slightly less time dedicated during trading hours.
Employment History
Current Registrations
Albanyadvisor Group LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cabot Lodge Securities LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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