AlphaQ Advisors offers personalized investment advice and financial planning services. They provide both discretionary and non-discretionary portfolio management, tailoring strategies to clients' objectives and risk tolerance. Financial planning services range from comprehensive plans to single-subject consultations. The firm primarily serves individuals and businesses, focusing on retirement, estate, trust, and divorce planning.
Assets Under Management$91M
Clients87
Advisors2
Avg. per Client$1M
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.45% |
Fees are negotiable above $50,000,000. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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