Advisory Alpha manages investment portfolios and provides personalized financial planning and specialty solutions for individuals, high-net-worth families, retirement plans, and institutional clients. The firm offers a wide variety of managed portfolio strategies ranging from traditional stock and bond allocations to specialized factor-based, hedged, and direct equity portfolios. Advisory Alpha also provides comprehensive retirement plan solutions, cash balance plans, 529 college savings plans, variable annuity solutions, donor-advised funds, and health savings account management. Clients can work with Advisory Alpha directly through their investment advisor representatives or through sub-advisory and co-advisory relationships with other independent advisory firms. The firm operates with discretionary authority to make investment and trading decisions on behalf of clients. In addition to investment management, Advisory Alpha offers flexible financial planning services covering retirement, taxes, cash flow, and estate planning, delivered through hourly or fixed fee arrangements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.