AlphaGlider provides investment advice and manages portfolios for individuals, families, and trusts, focusing on diversified, low-cost exchange-traded funds (ETFs). Services are delivered primarily online. AlphaGlider aims to build and preserve wealth by matching investment strategies to client objectives and risk tolerance. Clients can grant AlphaGlider authority to make trades without approval, but trading is generally limited to minimize costs.
Assets Under Management$48M
Clients30
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$48M
www.alphaglider.com ·www.alignable.com/austin-tx/alphaglider-llc ·seekingalpha.com/author/alphaglider#regular_art...
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees may be negotiable in certain circumstances based upon prior relationships as well as related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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