John Slipek is a registered investment advisor at Alexander Capital Wealth Management LLC, based in Red Bank, NJ, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 621 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACWM offers investment management through wrap fee programs. The annual management fee is negotiated with each client and ranges from 0.25% to 2.00% of the value of your portfolio. The fee includes money management, certain transaction costs, and custodial and administrative costs. There is no minimum fee for investing on the Envestnet | Placemark platform. The advisory fee is negotiable, depending on individual client circumstances. In some cases, ACWM may charge a fixed fee for portfolio management, which will be negotiable.
Location
10 Drs. James Parker Blvd, Suite 202, Red Bank, NJ, 07701
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Regulatory History
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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John is the president of J Slipek Corp, a holding company used to pay personal expenses, dedicating minimal time. He is also a passive stock holder (11%) in IBC Holdings, a digital media company, and a registered representative with Alexander Capital, dedicating full-time hours during trading hours. Finally, he is the sole owner of Three#Enterproses, LTD, a C-Corp created for bill paying, taxes, and personal expenses.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.Broker
Previous Registrations
J.P. Turner & Company, L.L.C.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Newbridge Securities CorporationBroker
Investors Capital CORP.Broker
Joseph Stevens & Company, INC.Broker
J.P. Turner & Company, L.L.C.Broker
State Registrations50 states
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.