Alethea Capital Management offers financial planning, consulting, and investment management services. They manage client assets based on individual investment objectives, including private placement securities for qualified clients. They also provide advice on variable life/annuity products and employer-sponsored retirement plans. Alethea tailors services to each client's needs and goals, consulting with them regularly to ensure portfolios are aligned with their financial situation.
Fee Structure
Alethea Capital Management's investment management fee is a percentage of the value of your investments, ranging from 0.50% to 2.00% per year. The exact percentage depends on the amount of assets managed and the services provided. The fee is charged quarterly, in advance. Clients may also be charged a performance-based fee of up to 20% of the account's net performance, subject to reaching an agreed-upon hurdle rate and a perpetual high-water mark.