Alpha Solutions Investment Advisors is a registered investment advisor that provides continuous, customized wealth management solutions tailored to each client's needs. They manage portfolios with a diversified allocation of assets, including stocks, bonds, ETFs, and REITs. They also provide in-depth financial planning services on a limited basis, which may include retirement and estate planning. Alpha Solutions manages client portfolios on a discretionary basis, meaning they have the authority to make trades within the specified portfolio.
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 can vary based on the complexity of a client’s financial affairs. A minimum annual fee of $5,000 may be imposed on each account. The minimum fee may be waived or reduced at our discretion.