Alpine Financial Advisers, led by Glenn R. Edwards, offers comprehensive financial planning incorporating a six-step process. This includes goal exploration, data gathering, analysis, plan presentation, implementation, and ongoing monitoring. Alpine Financial Advisers helps clients with retirement planning, education funding, estate and tax planning, investment portfolio management, and insurance needs. The firm primarily uses no-load mutual funds and exchange-traded funds, and employs tactical asset allocation to manage risk.
Assets Under Management$2.2M
Clients6
Advisors1
Avg. per Client$370K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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