Alpha Wealth Management is a registered investment advisor based in Hemet, California, providing personalized asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. Founded in 2011 and solely owned by Andrew F. Kotyuk, the firm builds tailored portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and other public and private securities. For asset management clients, Alpha Wealth Management continuously monitors and rebalances portfolios to align with individual goals and risk tolerance. Comprehensive portfolio management combines ongoing investment oversight with personalized financial planning and consulting. Additionally, the firm offers standalone financial planning covering areas such as retirement, estate, tax, insurance, and real estate analysis, as well as consulting services for employer-sponsored retirement plans and portfolio monitoring for outside accounts. Alpha Wealth Management operates as a fiduciary, legally required to act in your best interest, and primarily recommends Charles Schwab & Co. as an independent custodian for client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee is up to 2.00% for standard asset management and up to 2.15% for comprehensive portfolio management. Fees are negotiable and billed monthly in advance.