Alpha Solutions Investment Advisors is a registered investment advisor founded in 2010, offering continuous customized wealth management solutions on a discretionary basis. The firm constructs and manages diversified portfolios across major asset classes, including stocks, bonds, exchange-traded funds, exchange-traded real estate investment trusts, and master limited partnerships. Alpha Solutions takes a personalized approach by learning each client's financial objectives, risk tolerance, and restrictions before building and monitoring portfolios. In addition to investment management, the firm provides comprehensive financial planning on a limited basis. Alpha Solutions operates as a fee-only firm, meaning they do not receive commissions from selling financial products, and they are legally required to act in their clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable and billed quarterly in arrears. A minimum annual fee of $5,000 may apply.