TrueAdvisor
TrueAdvisor
SP
SP

Sebastian Douglas Pugliese

Alpha Architect
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Alpha Architect
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
133 clients
Average Client Portfolio
$54.7M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K+1.00%

Fees negotiable for accounts over $500,000. Fees may be reduced to zero at the firm's discretion.

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

19 E Eagle Road, Havertown, PA, 19083

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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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Other Business Activities

Sebastian owns Breathe-Eze Holdings LLC, through which he engages in financial consulting activities with Alpha Architect, LLC. Breathe-Eze Holdings LLC also holds intellectual property/patent for a non-investment related product, dedicating minimal time to this activity.

Employment History
Current Registrations
Alpha Architect
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Sei Investments Management CORP
November 2012 - November 2016 · 4 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.