Albanyadvisor Group LLC

AlbanyAdvisor Group LLC is a registered investment advisor established in September 2021 and based in Albany, NY. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, small businesses, and retirement plans. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client. Investment management services provided by AlbanyAdvisor Group LLC include discretionary or non-discretionary investment management, customized investment advisory solutions, and continuous personal client contact. The firm primarily focuses on long-term investment strategies but may buy, sell, or reallocate positions based on client objectives or market conditions. The fee structure for investment management services ranges from 0.50% to 1.50% annually, based on factors such as the scope of services, assets under management, and the overall relationship with the advisor. Financial planning services are offered for a fixed engagement fee based on the scope of work. Retirement plan advisory services are charged an asset-based fee of up to 1.00% annually. AAG does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept or maintain custody of client accounts, except for the authorized deduction of fees. Clients are required to engage a qualified custodian to safeguard their funds and securities. AAG does not engage paid solicitors for client referrals and does not receive commissions from product sponsors or third parties. The firm's Privacy Policy ensures the security and confidentiality of clients' personal information and outlines how information is collected, shared, and protected. Clients have the right to limit some information sharing as per federal and state laws.