Alfred Lee McIntosh
AM
CFP
Alfred Lee McIntosh
AM
CFP

Alfred Mcintosh

22 Years of Experience
Los Angeles, CA

Alfred Mcintosh is a CFP-designated registered investment advisor at Mcintosh Capital Advisors, INC., based in Los Angeles, CA, with 22 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 5 more. Their firm serves 78 clients with $57M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$56.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Comprehensive financial plan — $2,500 to $14,000 depending on the scope and anticipated hours, covering six or more financial planning areas
  • Modular financial plan — $750 to $5,000 covering up to five financial planning areas
  • Hourly consulting — $275 per hour for general financial planning, investment advice, or real estate analysis
One-Time Plan:$750 - $14,000
Hourly Rate:$275/hr
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Contact

Alfred Lee McIntosh
AM
Alfred Mcintosh

Location

2566 Overland Ave., Suite 695, Los Angeles, CA, 90064-5602

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mcintosh Capital Advisors, INC.
June 2004 - Present · 22 yrs 4 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Alfred Lee McIntosh
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