Alpha Advisors provides investment advisory services tailored to individual client needs. These services include discretionary management of investment portfolios, cash flow analysis, limited financial planning to support investment decisions, coordination with other financial professionals, and consulting on various financial issues. Alpha Advisors develops a customized asset allocation based on the client's financial goals, objectives, and risk tolerance, and provides ongoing management of client accounts.
Assets Under Management$260M
Clients116
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$85M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Alpha Advisors may negotiate a flat annual retainer fee ranging from $2,500 to $60,000 for clients with complex balance sheets or in need of specialized services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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