Alpha Asset Management manages investment portfolios on an authority-to-make-trades-without-asking-first basis for individuals and institutions. The firm builds customized portfolios primarily using large-capitalization stocks, investment-grade bonds, and mutual funds or exchange-traded funds. Alpha Asset Management uses a top-down macroeconomic approach to identify broad secular market trends and promising economic sectors, alongside a bottom-up approach to discover individual securities. The firm generally requires a minimum of $250,000 in assets to open an account. Jeffrey C. Thomas serves as the principal owner and president.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for Equity and Balanced accounts. Fixed income accounts are charged 0.50% up to $5,000,000 and negotiable above that. Fees are negotiable under certain limited circumstances.