Lynn Purcell is a registered investment advisor at Alpha Zero LLC, based in Binghamton, NY. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 323 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Zero charges up to 2% annually for portfolio management, based on the value of your investments. The fee is calculated at the end of each quarter and adjusted for any deposits or withdrawals made during the quarter. This fee is negotiable. Alpha Zero also offers advisory services for alternative investments, charging 2% per year of the capital commitment, assessed quarterly, plus a performance fee of 20% of the profits realized on each investment.
Location
Binghamton, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lynn owns several businesses including Lynn Sebastian Purcell LLC, OnePointTwo Capital, House of Paintings LLC, OnePointTwo Labs Analytics LLC, and 1.2 Labs Inc. Lynn also works as faculty at State University of New York (SUNY) College at Cortland, spending about 10-20% of their time there.
Employment History
Current Registrations
Alpha Zero LLC
State Registrations1 state
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