Alsworth Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$97,205,007
Total clients
171
25% high-net worth
Total advisors
2
of 6 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
86
Average account size
$568,450
Client services
Fee options
Initial fixed financial planning fee of $1,500; fees may be negotiable based on complexity
$0 - $2,000,000: 1.00% annually Over $2,000,000+: 0.50% annually
Insurance commissions earned by certain advisory persons separate from advisory fees
Account minimum: $250,000 (may be waived or reduced at the sole discretion of the Advisor) Fee-only: Investment management fees on a tiered AUM basis; fixed financial planning fee; retirement plan advisory asset-based fee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Alsworth Capital Management, LLC
4 West Market Street
Corning NY 14830, United States
Number of offices
2
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