ALC Capital Management manages investments for individual clients, focusing on undervalued companies. The firm primarily invests in domestic equities, but may also invest in bonds, mutual funds, or exchange traded funds. ALC Capital Management also offers financial consultation services, providing advice on investments and overall financial situations. Anthony L Chen is the sole owner and manager.
Assets Under Management$11M
Clients6
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
ALC Capital Management charges fees in one of two ways:
- For clients who qualify based on their net worth or the amount they have invested with the company, ALC Capital Management charges 10%-12% of the gross pretax gains. Fees are only charged if the client experiences a gain.
- For clients who do not meet the qualifications, ALC Capital Management charges 1.0%-1.2% per year of the value of your portfolio.
The minimum initial investment is $500,000. Fees are negotiable within the specified ranges.
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