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Albert Sebastian

Advisor at Prospect Advisors, LLC

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Firm

Prospect Advisors, LLC

Location

Stamford, CT

Credentials

CFA®

Industry experience

15 years

About

Albert Sebastian is a CFA® charterholder with 15 years of industry experience. He has been the principal advisor at Prospect Advisors, LLC since 2008. Prospect Advisors provides discretionary portfolio management and tailored investment advice to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental analysis with a range of strategies, including equities, derivatives, and alternative investments, and also offers investment research and model-portfolio services to other registered investment advisers and hedge fund managers.

Client services

Based on Prospect Advisors, LLC

Portfolio management

Expertise

Based on Prospect Advisors, LLC

Options & derivatives strategies Active portfolio management

Fee options

Fixed

Investment research services charged as an annual fixed fee, typically ranging from $10,000 to $100,000.

Percentage

Annual fee up to 1.70% of assets under management, charged quarterly in advance.

Other

Account minimum: No minimum asset or fee requirement for managing client accounts.

Location

Stamford, CT

Most active in

Connecticut

Work history

Prospect Advisors, LLC

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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