Alcosta Capital Management offers investment management services using model portfolios with varying risk levels, including growth, growth & income, balanced, income, and capital preservation. They primarily invest in U.S. listed stocks and investment-grade bonds. Alcosta also provides financial planning services to existing investment management clients, covering topics like assets, income, and expenses.
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% |
Fee schedule shown is for the Growth strategy. Growth & Income/Balanced strategies: First $250K: 1.85%, $250K-$500K: 1.50%, $500K-$1M: 1.25%, Over $1M: 1.00%. Income/Capital Preservation strategies: First $250K: 1.10%, $250K-$500K: 0.90%, $500K-$1M: 0.75%, Over $1M: 0.60%. Alcosta may negotiate alternative fees on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.