Thomas Riley is a CFA-designated registered investment advisor at Alpha Capital Family Office, LLC, based in Greenwood Village, CO, with 1 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 145 clients with $220M in assets under management.
Compensation
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Fee Structure
ACFO offers investment management services for a fee based on a percentage of the value of your portfolio, not to exceed 1.50% annually. The specific fee is agreed upon in your Investment Advisory Agreement and is billed quarterly in arrears. Fees may vary based on the size of the account, complexity of the portfolio, or other agreed-upon reasons. ACFO also offers family office services for a fixed annual fee ranging from $0 to $750,000.
Location
5750 S. Ulster Circle East, Suite 300, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alpha Capital Family Office, LLC
State Registrations2 states
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