Alpha Advisors provides investment advice and financial planning to individuals, businesses, trusts, estates, and charitable organizations. They offer investment advisory services tailored to each client's needs, often using independent investment managers to handle day-to-day portfolio management. Alpha Advisors also offers financial planning and consulting services on a separate fee basis, covering investment and non-investment related matters like estate, tax, and insurance planning. They may recommend other professionals like attorneys, accountants, and insurance agents, but clients are not obligated to use them.
Assets Under Management$32M
Clients68
Advisors2
Avg. per Client$470K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.80% |
Fees negotiable for assets in excess of $4,000,000. Minimum annual fee of $250 may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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