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Alfred Slayton

Core Wealth Partners LLC
55 Years of Experience
Marina Del Rey, CA
2 DisclosuresSells Insurance
View SEC Summary
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Alfred Slayton is a registered investment advisor at Core Wealth Partners LLC, based in Marina Del Rey, CA, with 55 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 385 clients with $390M in assets under management.

Core Wealth Partners LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
385 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$393.2M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Financial planning is included in these fees. Subadvisors may charge an additional 0.50% to 2%, but the combined fee will not exceed 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Marina Del Rey, CA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2016
Settled
Employment Separation After Allegations
September 1982
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alfred is an insurance agent selling accident, health, and life insurance. He expects to spend a few hours per week on this activity.

Employment History
Current Registrations
Core Wealth Partners LLC
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Western International Securities
August 2016 - May 2024 · 7 yrs 9 mos
Western International Securities, INC.Broker
August 2016 - May 2024 · 7 yrs 9 mos
First Allied Securities, INC.Broker
November 1997 - March 1998 · 4 mos
Newport Coast Securities, INC.Broker
January 1993 - August 2016 · 23 yrs 7 mos
Marsh, Block & CO. INC.Broker
August 1991 - December 1992 · 1 yr 4 mos
Aimco Securities Company, INC.Broker
September 1987 - October 1987 · 1 mo
David Duke Financial, INC.Broker
March 1987 - July 1991 · 4 yrs 4 mos
Morgan, Olmstead, Kennedy & Gardner, IncorporatedBroker
July 1985 - February 1987 · 1 yr 7 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
November 1982 - August 1985 · 2 yrs 9 mos
Dean Witter Reynolds INC.Broker
February 1978 - November 1982 · 4 yrs 9 mos
Dean Witter & CO. IncorporatedBroker
May 1973 - February 1978 · 4 yrs 9 mos
Dean Witter & CO. IncorporatedBroker
August 1970 - May 1973 · 2 yrs 9 mos
State Registrations1 state
CA
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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