Alpha Architect, LLC is an investment advisory firm based in Newtown Square, Pennsylvania, specializing in academic finance research and quantitative investment strategies. The firm provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth individuals, corporations, and other entities. Alpha Architect's investment strategies include value, momentum, trend, global macro, and risk parity approaches, using equities, derivatives, futures, mutual funds, exchange-traded funds, and bonds. In addition to investment management, Alpha Architect offers financial planning services, consulting services, and specialized strategies such as 1042 Qualified Replacement Property services and donor-advised fund management. The firm emphasizes quantitative models and academic research to construct and manage client portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees for amounts over $1,000,000 are negotiable. All fees and account minimums are negotiable and may be discounted.