Ian Campbell
Ian Campbell is a registered investment advisor at Alpha Capital Management Group LLC, based in Denver, CO, with 12 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 457 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Capital charges a fee for investment management services, including advisory and consulting services, trade entry, and investment supervision. The fees are based on an annual percentage of the assets under management or a flat quarterly fee. The maximum investment advisory fee is 1.50%. Fixed fees range from $500 to $100,000 annually, depending on the level of engagement. Fees are billed either in advance or arrears, depending on the agreement.
Location
250 Fillmore Street, Suite 150, Denver, CO, 80209
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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 →Other Business ActivitiesSells Insurance
Ian is a partial direct owner of Alpha Capital Management Group, LLC through Elevate Wealth Management, LLC, which is primarily for tax purposes and requires minimal time. Ian is also an insurance agent selling fixed life insurance products.
Employment History
Current Registrations
Alpha Capital Management Group LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Gallacher Capital Management, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 states
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.