Alpha Capital Management is a registered investment advisor headquartered in Austin, Texas, that provides custom portfolio management services on both a discretionary and non-discretionary basis. Founded in 2002, the firm designs and monitors tailored investment portfolios using quantitative methods, technical analysis, and computer models, primarily utilizing open-end mutual funds, exchange-traded funds, equities, and fixed-income securities. Alpha Capital Management emphasizes an independent approach centered on downside risk protection and flexibility to meet individual client goals. The firm serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations, requiring a minimum account size of $1,000,000 in managed assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees for assets of $1,000,000 or more are negotiable and assessed at a rate lower than 1%. Non-discretionary account fees are also negotiable. Accounts are subject to a minimum fee of $50 per quarter.