Alpha Wealth Funds is an investment management firm that provides discretionary and non-discretionary portfolio management for individual clients, institutional investors, and pooled investment vehicles. The firm also serves as a sub-advisor to other registered investment advisors and offers financial planning services based on Certified Financial Planner methodologies. Alpha Wealth Funds utilizes both fundamental and technical analysis, specializing in strategies that include long-short equity, options writing, and volatility hedges. The firm's principal owner is Chase Thomas, who is a Certified Financial Planner.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual asset management fee of up to 1.5% to 2.0% of the value of assets under management. All fees are negotiable and may be discounted.