Alfred Mcintosh
Alfred Mcintosh is a CFP-designated registered investment advisor at Mcintosh Capital Advisors, INC., based in Los Angeles, CA, with 21 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 90 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $250K | 1.10% |
| $250K - $800K | 1.00% |
| $800K - $1.4M | 0.88% |
| $1.4M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.68% |
| $3M+ | 0.63% |
Advisory fees are negotiable at the discretion of the firm principal.
Fee Estimator
Contact
Alfred Mcintosh
Location
2566 Overland Ave., Suite 695, Los Angeles, CA, 90064-5602
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mcintosh Capital Advisors, INC.
State Registrations2 states
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Exams