Absolute Alpha CORP

Fee-Only (% of Portfolio)

Absolute Alpha Corp provides asset management services through a wrap fee program. The firm works with individuals, high net worth individuals, trusts, charitable organizations, and small businesses. Absolute Alpha will meet with you to discuss your financial situation, goals, and risk tolerance to determine the best investment strategy for you. The firm recommends Interactive Brokers as the independent custodian for all accounts.

Assets Under Management$3.8M
Clients4
Advisors1
Avg. per Client$950K
Avg. per Advisor$3.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable based on certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm