Alfred Slayton
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 Business Owners, Education Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 385 clients with $390M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Clients will also pay fees to subadvisors, generally ranging from 0.50% to 2%. The combined fee paid to Core Wealth and the subadvisor(s) will not exceed 3% of the assets under management.
Fee Estimator
Location
Marina Del Rey, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2016Employment Separation After Allegations
September 1982Other 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
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
First Allied Securities, INC.Broker
Newport Coast Securities, INC.Broker
Marsh, Block & CO. INC.Broker
Aimco Securities Company, INC.Broker
David Duke Financial, INC.Broker
Morgan, Olmstead, Kennedy & Gardner, IncorporatedBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
Dean Witter Reynolds INC.Broker
Dean Witter & CO. IncorporatedBroker
Dean Witter & CO. IncorporatedBroker
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.