Alberto Sanchis is a registered investment advisor at J.P. Morgan Investment Management INC., based in New York, NY, with 10 years of industry experience. Alberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 111,647 clients with $3000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
111,647 clients
Average Client Portfolio
$26.7M average
Assets Under Management
$2985.3B

Fee Structure

J.P. Morgan Investment Management (JPMIM) is primarily focused on institutional clients. The firm offers its services to individual investors through wrap fee programs, where fees are determined by the program sponsor. JPMIM receives a portion of the asset-based fee charged by the sponsor, ranging from 0.035% to 0.80% annually, depending on the investment mandate and terms negotiated with the sponsor or client.

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Location

270 Park Avenue, New York, NY, 10017-2014

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
J.P. Morgan Investment Management INC.
October 2020 - Present · 5 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
May 2014 - November 2019 · 5 yrs 6 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.