Alpha Capital Management Group manages investment portfolios and provides financial planning for individuals, high-net-worth individuals, trusts, estates, and businesses with retirement plans. Alpha Capital creates personalized investment strategies using mutual funds, exchange-traded funds, cash, and individual stocks and bonds. The firm offers both discretionary and non-discretionary investment management, meaning they can trade on your behalf based on your goals or consult with you before making changes. In addition to portfolio management, Alpha Capital offers financial planning covering cash flow, retirement, tax strategies, estate planning, and risk management through digital platforms and personal consultations. The firm also advises employer-sponsored retirement plans on investment lineups and participant education.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.50%. Fixed fees range from $500 to $100,000. Fees may be negotiated.