Chris James Maudlin

Alphacore Capital LLC

20 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Alphacore Capital LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

51 advisors

Number of Clients

1,457 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$3.0B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.3M	1.50%
$1.3M - $5.0M	1.00%
$5M+	0.75%

Fees are negotiable. Some clients may negotiate other fee arrangements, including fixed percentage or floating rate fees.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$20,000

Location

875 Prospect Street, Suite 315, La Jolla, CA, 92037

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2012

Denied

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Alphacore Capital LLC

September 2020 - Present · 5 yrs 5 mos

Previous Registrations

Altegris Advisors, LLC

March 2018 - September 2020 · 2 yrs 6 mos

Altegris Investments, LLCBroker

July 2009 - September 2020 · 11 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2006 - November 2008 · 2 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2006 - November 2008 · 2 yrs 2 mos

Morgan Stanley

September 2005 - September 2006 · 1 yr

Morgan Stanley Dw INC.Broker

September 2005 - September 2006 · 1 yr

Citicorp Investment ServicesBroker

October 2004 - July 2005 · 9 mos

State Registrations7 states

CACOCTILNYTXWI

Advisor

Exams

No exam information available for this advisor.