Advisor at Alpha Wealth Management, LLC
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Firm
Alpha Wealth Management, LLC
Location
Hemet, CA 92543
Credentials
Series 66
Industry experience
21 years
Andrew Kotyuk is a financial advisor at Alpha Wealth Management, LLC in Hemet, CA, with 21 years of industry experience. He holds the Series 66 designation and has been with Alpha Wealth Management since 2011. Outside of his advisory work, Mr. Kotyuk is the owner of SoCal Propane, LLC, a propane retail company, and serves as CEO of several land development and consulting businesses. Alpha Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to construct and monitor portfolios that include stocks, bonds, ETFs, mutual funds, and other securities, and it uses margin borrowing and options strategies in separately managed accounts.
Based on Alpha Wealth Management, LLC
Based on Alpha Wealth Management, LLC
Flat fees range from $1,500 to $10,000 for Financial Planning and Consulting; $750 to $40,000 for Retirement Plan Consulting
$0+: up to 2.00% annually for Asset Management $0+: up to 2.15% annually for Comprehensive Portfolio Management $0+: up to 1.50% for Retirement Plan Consulting (based on plan assets) $0+: up to 1.00% annually for Portfolio Monitoring
Up to $600 per hour for financial advisors; up to $75 per hour for paraplanners; up to $525 per hour for Retirement Plan Consulting
Fee-only: Hourly fees up to $600 for financial advisors, up to $75 for paraplanners; Flat fees ranging $1,500 to $10,000 for Financial Planning and Consulting; Flat fees $750 to $40,000 for Retirement Plan Consulting
220 N San Jacinto Ave
Hemet, CA 92543
California
Alpha Wealth Management, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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