Roger
Albrecht
The Colony Group, LLC
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About this Advisor
Roger Albrecht is a financial advisor based in Chicago, Illinois, working with The Colony Group, LLC. Roger has previously held positions at Mid-Continent Capital, Connectus Wealth, and The Colony Group, LLC. Roger is registered to provide services in Illinois. Currently, Roger is part of The Colony Group, LLC, which operates out of Chicago, Illinois. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$21,472,648,180
549
20,909
$1,026,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Roger Albrecht Work History
The Colony Group, LLC
Connectus Wealth
Mid-Continent Capital
Disclosures
Please visit the SEC profile of Roger Albrecht to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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