Alpha Wealth Funds provides investment management services to individuals and institutions through separately managed accounts, and to pooled investment vehicles (hedge funds). For individual clients, Alpha Wealth Funds offers both discretionary and non-discretionary investment management services. The firm also provides sub-advisory services to other registered investment advisors. Additionally, Alpha Wealth Funds offers fee-based financial planning services.
Fee Structure
Alpha Wealth Funds manages investments for individual clients through separately managed accounts. The annual management fee is up to 1.5%-2% of the value of the assets in your account. The fee is calculated and charged daily based on the market value of your assets. There is no minimum account value required to be charged these fees. Alpha Wealth Funds also provides investment management services as a sub-advisor to other registered investment advisors.