Albert Caporaso
Albert Caporaso is a registered investment advisor at Albert A. Caporaso & Associates, INC., based in Wilmington, DE, with 34 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range between 0.5% and 1% and are negotiable. Generally, smaller, riskier accounts are charged higher fees than larger, safer accounts.
Fee Estimator
Location
1013 Centre Raod, Suite 100, Wilmington, DE, 19805
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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
Albert A. Caporaso & Associates, INC.
State Registrations2 states
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.