Alpha Cubed Investments offers investment advisory services, including asset management and financial planning. For asset management, ACI creates portfolios of individual stocks, bonds, ETFs, options, mutual funds, and other securities. Financial planning services cover investment planning, retirement planning, estate planning, tax planning, and more. ACI also offers family office services for wealthy families, including investment performance reporting, estate planning review, and tax planning.
Assets Under Management$3B
Clients1,928
Advisors22
Avg. per Client$1.6M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and will not exceed 1.50% of investable assets under management. A negotiated flat rate may be applied in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
22 Advisors at this firm
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