Alexandra Boyles is a registered investment advisor at Alpha Capital Family Office, LLC, based in Greenwood Village, CO, with 7 years of industry experience. Alexandra 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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Number of Clients
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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.
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
Alpha Capital Family Office, LLC
Previous Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
J.P. Morgan Securities 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.