Bernard Shinkel is a registered investment advisor at Alpha Investment Management, INC., based in Novi, MI, with 15 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees for Strategic Investment Management (SIM) are negotiable. Fees for discretionary investment accounts may be negotiable for special circumstances, such as, low tax-basis, legacy assets which are to be maintained but monitored, or very conservative accounts which are primarily in fixed income.
Fee Estimator
Location
Novi, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alpha Investment Management, INC.
State Registrations1 state
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