Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Capital Management Group offers a wrap fee program with a maximum fee of 1.50%. Clients do not pay brokerage commissions, markups, or transaction charges in addition to the advisory fee. Annual fixed fees range from $500 to $100,000, depending on the level of engagement. Fees may vary based on the size of the account, complexity of the portfolio, or extent of activity in the account. The minimum initial account value is $250,000, but they may accept accounts for less than the minimum.
Areas of Practice
Advisor Information
Office location
250 Fillmore Street, Suite 150, Denver, CO, 80209
Get directionsRegulatory 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
Mark is a managing member of Business Wealth Strategies LLC, which partially owns Alpha Capital Management Group, LLC, spending minimal time on this. He is also a partnership member of Prime Time West, LLC, a real estate rental business, and sells fixed life insurance products.