Alpha Financial Nordic is a registered investment advisor that provides wealth management, financial coaching, and tax-efficient portfolios. Alpha focuses on wealthy individuals with $500,000 or more in investable assets. Alpha collaborates with your existing Certified Public Accountants and attorneys to coordinate financial strategies.
Assets Under Management$13M
Clients19
Advisors1
Avg. per Client$680K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.10% |
| $200K - $600K | 0.85% |
| $600K - $1.0M | 0.65% |
| $1.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.22% |
Fees may be discounted on a case-by-case basis for aggregated accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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