Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.3M | 1.50% |
| $1.3M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Subject to a minimum annual advisory fee of $20,000. AlphaCore may negotiate to waive the annual minimum fee.
Fee Estimator
AlphaCore charges fees based on a percentage of assets under management, billed quarterly. The standard fee schedule is tiered, with rates decreasing as assets increase. The minimum annual advisory fee is $20,000, but this may be waived. Fees are negotiable based on various factors. Sub-adviser fees are separate and in addition to AlphaCore's fees. Clients may also be subject to embedded fees and expenses from investments like hedge funds, ETFs, and mutual funds.
Areas of Practice
Advisor Information
Office location
3202 Tower Oaks Blvd. #400, Rockville, MD, 20852
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
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.