Alpine Capital Strategies offers investment advice and portfolio management to individuals, businesses, and trusts. Alpine works with clients to understand their financial situation, objectives, and risk tolerance to develop a strategic asset allocation program. Alpine also provides financial planning services on estate and tax planning matters.
Assets Under Management$250M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary by asset class. Equities, Mortgage Backed Securities, and Non-Investment Grade Corporates: 1.25%. Government and Agency, and Municipal Fixed Income: 0.75%. Investment Grade Corporates: 1.00%. Cash and Equivalents: 0.25%. Fees may be negotiable for large accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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