Alpha Strategies Corporation (ASC) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. ASC creates an Investment Policy Statement for each client to guide investment selection. Financial planning is included at no additional cost. ASC primarily manages mutual funds, equities, bonds, fixed income, ETFs, hedge funds, REITs, and private placements.
Assets Under Management$48M
Clients89
Advisors1
Avg. per Client$540K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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