Core Alpha, founded by Scott Zollo, specializes in actively adjusting asset allocations based on market conditions. Core Alpha manages several portfolio types using mutual funds, exchange-traded funds, and other investments. They may use outsourced trading services. Core Alpha also offers estate planning services through a third party. Core Alpha may refer clients to other agents or vendors for annuities and insurance.
Assets Under Management$110M
Clients303
Advisors3
Avg. per Client$370K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $700K | 0.75% |
| $700K+ | 0.50% |
Fees may be negotiable based on client situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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