AD
CFA
AD
CFA

Albert Domenech

2 Years of Experience
Andorra La Vella

Albert Domenech is a CFA-designated registered investment advisor at Meridiana, based in Andorra La Vella, with 2 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
10 clients
Average Client Portfolio
$44.2M average
Assets Under Management
$441.9M

Fee Structure

Minimum Investment:$15M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiated with each client individually. Lower advisory fees may be negotiated on an individual account basis. As a result, clients with similar assets may have differing fee schedules and pay different fees.

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

Av Meritxell 76, 1Ro 3Ra, Andorra La Vella, AD500

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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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Other Business Activities

Albert provides administrative services as an advisor for Administración MFO, SLU, dedicating minimal time to this non-investment related activity. He spends about a quarter of his time providing services to Meridiana MFO.

Employment History
Current Registrations
Meridiana
June 2023 - Present · 2 yrs 11 mos
State Registrations1 state
FL
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.