Albert Capital Management offers holistic financial planning and portfolio management services on an ongoing non-discretionary basis. Albert Capital Management helps clients build a financial life plan covering cash flow projections, tax planning, insurance reviews, estate planning, and investment planning. Albert Capital Management creates customized portfolios using globally diversified mutual funds, exchange-traded funds, and individual bonds. Albert Capital Management also provides limited-scope advisory consulting services, financial coaching, and educational seminars. Albert Capital Management is owned and operated by Neal Albert and is based in Palm Coast, Florida.
Fee Structure
Albert Capital Management does not manage investment portfolios for a percentage fee based on the value of your portfolio. Instead, Albert Capital Management charges hourly fees or annual retainers for ongoing advisory and portfolio management services, with costs depending on the complexity of your financial situation.