Alcosta Capital Management is a registered investment advisor that offers discretionary portfolio management services to individuals, trusts, and pension plans. Alcosta Capital Management utilizes five model portfolios ranging from growth-focused to conservative income and capital preservation strategies, tailoring asset allocations to match each client's risk tolerance and time horizon. Portfolios typically consist of U.S. listed stocks and investment grade bonds selected through quantitative screening and fundamental analysis. Alcosta Capital Management requires clients to maintain accounts at Fidelity as the custodian. Financial planning services are also available upon request for educational purposes at no separate charge to existing investment management clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
Rates shown are for the Growth strategy. Growth & Income and Balanced strategies have lower rates starting at 1.85% down to 1.00%. Income and Capital Preservation strategies start at 1.10% down to 0.60% but are currently closed to new clients. Fees are negotiable.