Anthony Chen is a registered investment advisor at Alc Capital Management, LLC, based in Seattle, WA, with 19 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 6 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ALC Capital Management charges fees in one of two ways:
- For clients who qualify based on their net worth or the amount they have invested with the company, ALC Capital Management charges 10%-12% of the gross pretax gains. Fees are only charged if the client experiences a gain.
- For clients who do not meet the qualifications, ALC Capital Management charges 1.0%-1.2% per year of the value of your portfolio.
The minimum initial investment is $500,000. Fees are negotiable within the specified ranges.
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alc Capital Management, LLC
State Registrations2 states
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