Alpha Financial Advisors provides personalized financial planning and investment management services to individuals, families, trusts, estates, and small businesses. Founded in 2002 and based in Charlotte, North Carolina, the firm integrates investment advice with comprehensive financial planning, including cash flow management, tax planning, insurance reviews, education funding, retirement planning, and estate planning. Alpha Financial Advisors builds diversified portfolios primarily using no-load mutual funds and exchange-traded funds, managing investments on both a discretionary and non-discretionary basis. The firm typically recommends independent custodians such as Charles Schwab for holding client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
A minimum quarterly fee of $1,875 applies to new clients. Fees may be negotiated or discounted at the firm's discretion.
