The Alchemist Fund manages investments for individuals and families, focusing on a small number of carefully selected companies. The firm looks for businesses with strong potential that are undervalued by the market. The Alchemist Fund primarily invests in domestic stocks but may also invest in foreign stocks, high-yield debt, and distressed securities. The Alchemist Fund does not use leverage, short securities, or invest in complex derivatives.
Assets Under Management$23M
Clients41
Advisors1
Avg. per Client$570K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified investors, The Alchemist Fund offers a choice of fee structures, including performance-based fees.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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