Alpha Capital Management offers investment management services, creating custom portfolios for clients based on their financial situation, goals, and risk tolerance. They manage investments on both discretionary and non-discretionary bases. The firm's investment approach emphasizes downside risk protection and individualized portfolios. They primarily invest in mutual funds and exchange-traded funds, but may also use other securities.
Assets Under Management$770M
Clients432
Advisors6
Avg. per Client$1.8M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Accounts holding $1 million or more are assessed a fee lower than 1% at a negotiated level.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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