Edward Sella is a CFP, PFS-designated registered investment advisor at Alphacore Capital LLC, based in Rockville, MD, with 44 years of industry experience. Edward 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.50% |
| $1.3M - $5.0M | 1.00% |
| $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
Location
3202 Tower Oaks Blvd., Suite 400, Rockville, MD, 20852
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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
Edward is a partner in two family LLCs, Castello Ragazzi, LLC and Castello Sul Lago, LLC. He is also the chair of the investment committee for Girl Scouts Nation's Capital and a partner in Sella & Martinic, LLC, a former CPA practice, and an agent for Sella, Kinkel, Sella, Meyers, Inc. and SPC Insurance, LLC, both dealing with non-variable insurance products.
Employment History
Current Registrations
Alphacore Capital LLC
Previous Registrations
Spc Financial INC
Raymond James Financial Services, INC.Broker
Reliastar Financial Marketing CORP.Broker
Estate Investment CompanyBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations14 states
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