EM
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Ethel Mcglynn

27 Years of Experience
Glendale, CO

Ethel Mcglynn is a registered investment advisor at Alphacore Capital LLC, based in Glendale, CO, with 27 years of industry experience. Ethel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,065 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
4,065 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$13.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.3M1.50%
$1.3M - $5.0M1.00%
$5M+0.75%

Fees are negotiable based on client type, relationship complexity, and total family assets. Some clients may have different fee arrangements, such as fixed percentage or floating rate schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4500 Cherry Creek Drive South, Ste 1070, Glendale, CO, 80246

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Alphacore Capital LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
July 2021 - June 2024 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
January 2015 - December 2023 · 8 yrs 11 mos
Wunderlich Securities, INC.Broker
August 2009 - January 2014 · 4 yrs 5 mos
Janco Partners, INC.Broker
February 2006 - August 2009 · 3 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 2000 - September 2004 · 3 yrs 10 mos
Hanifen, Imhoff INC.Broker
February 1998 - July 1999 · 1 yr 5 mos
Hanifen, Imhoff INC.Broker
December 1996 - February 1998 · 1 yr 2 mos
Cohig & Associates, INC.Broker
March 1994 - December 1994 · 9 mos
Hanifen, Imhoff INC.Broker
October 1992 - November 1993 · 1 yr 1 mo
State Registrations2 states
CACO
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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