AlpenGlobal Capital provides investment management and financial planning services to individuals, families, and other entities. AlpenGlobal constructs and actively manages client portfolios, primarily investing in individual global equity positions based on fundamental research. Financial planning services are included with investment management and may include retirement plan analysis, education funding analysis, and estate plan review.
Assets Under Management$170M
Clients141
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5M+ | 1.50% |
Rate negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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