Marc Seward
Marc Seward is a ChFC-designated registered investment advisor at Alphacore Capital LLC, based in Poway, CA, with 29 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,372 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
Poway, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2007Other Business ActivitiesSells Insurance
Marc owns Marc Seward Consulting since 1998 and is a producing agent for AlphaCore Insurance Services. He dedicates about a quarter of his time to these activities, which include offering insurance products and services to clients.
Employment History
Current Registrations
Alphacore Capital LLC
Previous Registrations
Enviso Capital, LLC
Rjl Financial Network, L.L.C.
The Advisors Group, INC.
Raymond J. Lucia Companies, INC.
State Registrations4 states
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.