Alpha Analytics Investment Group creates globally diversified investment portfolios using an asset allocation model, generally with publicly traded funds. They discuss investment goals, risk tolerance, and individual circumstances with clients to tailor investment recommendations. Portfolios are developed based on client wishes, individual risk tolerance, and Alpha Analytics' experience. They manage portfolios on both a discretionary and non-discretionary basis.
Assets Under Management$230M
Clients61
Advisors2
Avg. per Client$3.8M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees, including minimum fees, may be negotiated or waived. The basic annual fee schedule for assets reviewed but not under direct management is: 0.25% fee on the first $10,000,000, 0.20% fee thereafter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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