Alpha Asset Management offers investment management services, constructing portfolios using large capitalization stocks, investment quality bonds, and investment company securities. Alpha Asset Management aims to understand clients' risk tolerance and build portfolios that align with their comfort levels and investment goals. They primarily serve individuals and institutions.
Assets Under Management$130M
Clients149
Advisors1
Avg. per Client$870K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Fixed income accounts have a different fee schedule: 0.5% for accounts up to $5,000,000, negotiable above that.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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