Assets Under Management
$109.1M
Number of Clients
114
Number of Advisors
2
Average Client AUM
$957K
AUM per Advisor
$54.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Founded in 2006, Alpha Fiduciary serves high-net-worth clients. They offer investment management on a discretionary basis, using asset allocation models and custom portfolios. They also provide financial planning services, including cash flow, tax, insurance, estate, retirement, and education planning. They also serve as an advisor to a mutual fund.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.15% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Actual fees may be negotiated.
20645 N. Pima Road, Suite N-225, Scottsdale, AZ, 85255