Aimee Spencer
Aimee Spencer is a registered investment advisor at Alpha Wealth Funds, LLC, based in Saratoga Springs, UT, with 6 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 195 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Wealth Funds manages investments for individual clients through separately managed accounts. The annual management fee is up to 1.5%-2% of the value of the assets in your account. The fee is calculated and charged daily based on the market value of your assets. There is no minimum account value required to be charged these fees. Alpha Wealth Funds also provides investment management services as a sub-advisor to other registered investment advisors.
Location
Saratoga Springs, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alpha Wealth Funds, LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations8 states
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