Alpha Financial Advisors, LLC
Assets Under Management
$192.9M
Number of Clients
137
Number of Advisors
4
Average Client AUM
$1.4M
AUM per Advisor
$48.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alpha Financial Advisors is a holistic, fee-only firm providing ongoing life planning advice. Services include financial planning, investment management, retirement planning, tax and cash flow management, insurance counseling, and estate planning. They manage investments based on individual client needs and risk tolerance.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.35% |
| $600K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.75% |
Fees may be negotiated under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Location
8260 Greensboro Drive, Suite 125, Mclean, VA, 22102
