Assets Under Management
$3.0B
Number of Clients
1,457
Number of Advisors
51
Average Client AUM
$2.1M
AUM per Advisor
$58.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
AlphaCore offers investment management services with continuous supervision over client assets, believing a portfolio combining liquid and illiquid alternative investments and traditional investments may outperform over time with reduced volatility. They also provide financial planning and wealth preservation services, including retirement, education, tax, and estate planning. They may recommend unaffiliated sub-advisers.
| 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.
875 Prospect Street, Suite 315, La Jolla, CA, 92037