William Ippolito
William Ippolito is a registered investment advisor at Alexander Capital Wealth Management LLC, based in Red Bank, NJ, with 3 years of industry experience. William 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, 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William owns Ippolito Investments, LLC, managing rental properties and building new homes, and White Hat Investigators, a private detective agency. William also works as an insurance broker for AFLAC, dedicating about 10-20% of his time to sales and services.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.
Alexander Capital, L.P.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations4 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.