Alpha Financial Management offers personalized wealth management and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Alpha is a fee-only firm, meaning it doesn't sell financial products or accept commissions.
Assets Under Management$110M
Clients115
Advisors3
Avg. per Client$950K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
We sometimes offer discounts to clients, depending on their needs, assets, and the work involved.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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