Alpha Mode Capital (AMC) offers continuous advice to clients regarding investing in closed-end funds, based on their individual objectives. AMC determines appropriate investment strategies based on client goals, risk tolerance, and liquidity needs. AMC manages accounts on a discretionary basis, guided by client objectives such as capital preservation, income, or growth.
Assets Under Management$11M
Clients6
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable based on the size, complexity, and investment objectives of the client’s account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...