ED
CFA
ED
CFA

Edward Durica

13 Years of Experience
Glendale, CO

Edward Durica is a CFA-designated registered investment advisor at Alphacore Capital LLC, based in Glendale, CO, with 13 years of industry experience. Edward 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, Suite 1070, Glendale, CO, 80246

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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
Alphacore Capital LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Johnston & Associates INC
May 2013 - June 2023 · 10 yrs 1 mo
State Registrations4 states
COINOKTX
Advisor

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Exams
No exam information available for this advisor.
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