Alupka Asset Management

Fee-Only (% of Portfolio)

Alupka Asset Management advises investment accounts held at Charles Schwab. They focus on generating income and growth, including speculative investments. Alupka uses fundamental and technical research to make investment decisions, considering each client's individual needs and risk tolerance. They aim for positive long-term returns with above-average, tax-advantaged dividend income, while prioritizing capital preservation and low volatility.

Assets Under Management$69M
Clients24
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$69M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable based on the amount of assets under management.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm