Sarah Byrd is a registered investment advisor at Alpha Advisors, LLC, based in Richmond, VA, with 21 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 116 clients with $260M 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 - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Alpha Advisors may negotiate a flat annual retainer fee ranging from $2,500 to $60,000 for clients with complex balance sheets or in need of specialized services.
Fee Estimator
Location
3951 Westerre Parkway, Suite 130, Richmond, VA, 23233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sarah works part-time as a bookkeeper.
Employment History
Current Registrations
Alpha Advisors, LLC
State Registrations1 state
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