Green Alpha Investments manages investment portfolios, focusing on companies providing solutions to climate change, resource scarcity, and inequality. They invest in publicly traded companies that are developing or enabling solutions to these issues. Green Alpha does not offer financial planning services or advise on investments not managed by them. They offer tailored investment advisory services to fulfill specific client requests.
Fee Structure
Green Alpha Investments charges a percentage of the assets they manage. The specific rate is negotiated with each client based on factors like account type, size, and custodian. For accounts opened directly with Green Alpha, the standard management fee schedules vary by portfolio strategy. For example:
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Next Economy Index & Social Index:
- Up to $500,000: 0.95% - 1.00%
- $500,000 to $1,000,000: 0.85% - 0.90%
- $1,000,000 to $10,000,000: 0.75% - 0.80%
- Over $10,000,000: 0.60% - 0.65%
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Sierra Club Green Alpha & Growth & Income/DiversiTerra:
- Up to $50,000 (Sierra Club Green Alpha only): 1.50%
- $50,000 to $100,000 (Sierra Club Green Alpha only): 1.40%
- $100,000 to $500,000: 1.30% - 1.50%
- $500,000 to $1,000,000: 1.20% - 1.25%
- $1,000,000 to $10,000,000: 0.95% - 1.00%
- Over $10,000,000: 0.75% - 0.80%
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Next Economy Select:
- $1,000,000 to $10,000,000: 0.95%
- Over $10,000,000: 0.75%
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Next Economy Income:
- $500,000 to $5,000,000: 0.30%
- $5,000,000 to $10,000,000: 0.25%
- Over $10,000,000: 0.20%
Accounts opened through wealth advisors or consultants typically have lower management fee rates.