Alphavest provides two service levels: a basic, online investment management service and a full-service option combining investment management with financial planning. For basic investment management, clients complete a questionnaire to determine their risk tolerance and goals, and Alphavest recommends a model portfolio. The comprehensive service includes personalized investment management and ongoing financial planning in areas like education funding, retirement, estate, and tax planning. Clients are responsible for implementing any financial planning recommendations.
Assets Under Management$59M
Clients143
Advisors1
Avg. per Client$410K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$25K
Alphavest offers two investment management options:
- Basic Investment Management: A flat fee of up to 1.00% of the value of your portfolio per year.
- Comprehensive Investment Management with Financial Planning: A fee of up to 1.50% of the value of your portfolio per year.
Alphavest may charge a lower fee based on various factors.
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