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Alberts Investment Management Inc. (Brookfield)


Alberts Investment Management Inc. is a large advisory firm based in Brookfield. It manages $303.7 million of regulatory assets for 172 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Illinois, Texas, and Wisconsin.

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Alberts Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Alberts Investment Management: assets under management

The assets under management (AUM) of Alberts Investment Management Inc. is $303.7 million. The firm's AUM has grown by 802% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66 million in discretionary accounts and $237.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $515.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.4 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alberts Investment Management Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brookfield

The principal office where Alberts Investment Management Inc. performs its advisory services is located at 16655 W Bluemound Road, Brookfield, WI 53005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-432-2323 or by fax 866-320-4509. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at albertsinvestment.com/.


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