Shane M. Alsworth, CFP^®

MBA, CLU, CIMA

Financial Advisor

Alsworth Capital Management, LLC

4 W Market St, PO Box 283
Corning, NY 14830

FINANCIAL ADVISOR'S WEBSITE

www.AlsworthCapital.com

(607) 973-2665

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Comprehensive services offered for clients that have over $250,000 invested with our firm. Fees are assessed on a marginal scale from 0.25% to 1% per year. Hourly planning services offered for clients that have less than $250,000 invested with our firm.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Alsworth Capital Website

General

Shane Alsworth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Alsworth Capital Management, LLC in Corning, NY and the surrounding communities.

Financial Advisor Overview

We provide investment management, financial planning, tax planning, insurance planning and estate planning services.

Financial Advisor Experience

I have been a portfolio manager and financial planner since 2001 and a business owner since 2008.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Investment Management Analyst (CIMA^®)

Insurance Licenses

Life insurance: NY
Health/disability insurance: NY
Fixed annuities: NY
Variable annuities: NY

Broker-Dealer Disclaimer

Advisory services offered through Alsworth Capital Management, LLC, an independent Registered Investment Advisory firm. Broker Dealer services offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Alsworth Capital Management, LLC and Cadaret, Grant are separate entities.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Real Estate, Job Loss, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances