Joseph Kalinowski is a CFA-designated registered investment advisor at Alpha Concepts LLC, based in Jericho, NY, with 3 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Alpha Concepts charges a performance-based fee, meaning they only get paid if your investments make money. The fee ranges from 25% to 50% of the increase from the previous quarter's high value. A 25% fee applies to annual returns up to 50%, and a 50% fee applies to returns exceeding 50%. This fee is calculated quarterly, with a final adjustment at year-end.
Location
390 North Broadway, Suite 130, Jericho, NY, 11753
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Regulatory History (1)
Judgment / Lien
January 2012Employment History
Current Registrations
Alpha Concepts LLC
Previous Registrations
Alpha Concepts LLC
Capital Trust and Associates LLC
J. Streicher Wealth Managment
State Registrations1 state
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.