AlphaCore is a wealth advisory firm offering investment advisory, financial planning, and tax preparation services. They manage client assets, typically on a discretionary basis, and specialize in alternative investment strategies. Financial planning services cover retirement, taxes, education, insurance, investments, and estate planning. AlphaCore also provides advisory services for corporate retirement plans. They may recommend unaffiliated sub-advisers and collaborate with other advisors for clients.
Assets Under Management$9B
Clients3,372
Advisors57
Avg. per Client$2.7M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
57 Advisors at this firm
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