Alphamont Funds is a financial advisory firm that manages investment portfolios and recommends specific trading strategies. They also recommend advisory platforms of other investment advisors with managed strategies. Alphamont uses value and growth at a reasonable price investment philosophies, primarily utilizing exchange-listed equity securities, preferred stocks, mutual funds, exchange-traded funds, and publicly traded real estate investment trusts. The firm is winding down its operations and plans to cease advisory services on or about January 30, 2026.
Assets Under Management$38M
Clients25
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fee schedule is negotiable. The advisory fee range for separately managed portfolios through third-party investment management platforms is up to 1.20% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...