Alphamint Financial offers two service levels: Full Wealth Management (for clients with at least $500,000 to invest) and Genesis Financial (for those with less than $250,000). Full Wealth Management includes investment management, financial planning, tax preparation, and ongoing consultation. Genesis Financial offers automated investing with guidance from a Certified Financial Planner. Alphamint acts as a fiduciary, legally required to act in your best interest.
Fee Structure
Alphamint Financial offers investment management as part of its Full Wealth Management service. The annual fee is a percentage of the investments managed, billed quarterly. The percentage decreases as the amount invested increases. The fee also varies depending on the type of portfolio (aggressive, moderate, conservative, or income-focused). For clients using the Genesis Financial service, the "Quick-Start" service has a fee of 0.50% per year, billed quarterly.