EM
EM

Ethel Mcglynn

27 Years of Experience

Ethel Mcglynn is a registered investment advisor at Alphacore Capital LLC, based in Glendale, CO, with 27 years of industry experience. Ethel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,372 clients with $9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,372 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.3M1.50%
$1.3M - $5.0M1.00%
$5M+0.75%

Fees are negotiable based on various factors. Clients of acquired firms may have different fee schedules. Some clients may have a fixed percentage fee or a "floating rate" fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4500 Cherry Creek Drive South, Ste 1070, Glendale, CO, 80246

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Alphacore Capital LLC
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
July 2021 - June 2024 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
January 2015 - December 2023 · 8 yrs 11 mos
Wunderlich Securities, INC.Broker
August 2009 - January 2014 · 4 yrs 5 mos
Janco Partners, INC.Broker
February 2006 - August 2009 · 3 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 2000 - September 2004 · 3 yrs 10 mos
Hanifen, Imhoff INC.Broker
February 1998 - July 1999 · 1 yr 5 mos
Hanifen, Imhoff INC.Broker
December 1996 - February 1998 · 1 yr 2 mos
Cohig & Associates, INC.Broker
March 1994 - December 1994 · 9 mos
Hanifen, Imhoff INC.Broker
October 1992 - November 1993 · 1 yr 1 mo
State Registrations2 states
CACO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.