Albert Erb is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Greensboro, NC, with 12 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.
Fee Estimator
Location
701 Green Valley Road, Suite 106, Greensboro, NC, 27408
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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 →Employment History
Current Registrations
Sanctuary Advisors, LLC
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Investment Services CorporationBroker
Lincoln Financial Distributors, INC.Broker
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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