Chuisano and Albert LLC offers customized financial plans and investment advisory services to individuals and families. Financial plans cover assets, liabilities, insurance, savings, taxes, investments, retirement, employer-sponsored benefits, and Social Security. Investment advice is tailored to each client's goals, risk tolerance, age, and external economic and tax factors. All client accounts are managed on a non-discretionary basis, meaning the firm seeks client approval before making any investments.
Assets Under Management$15M
Clients37
Advisors1
Avg. per Client$410K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.50% |
Minimum annual charge of $750.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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