Alpine Private Wealth (APW) provides investment advice to individuals. APW uses different investment approaches and products, including those from its affiliate, Alpine Capital Research (ACR). APW creates investment strategies based on your goals, risk tolerance, and financial situation. APW also offers financial planning services to clients with both discretionary and non-discretionary accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
These fees apply to Core Separate Accounts - Equity. Core Separate Accounts - Fixed: First $10 million 0.35%, Next $10 million 0.30%, Remainder 0.25%. Mutual Funds & Limited Partnerships: First $10 million 0.35%, Next $10 million 0.30%, Remainder 0.25%. APW’s affiliated investment adviser, ACR, charges management fees up to 0.65% for the first $10 million, 0.60% for over the next $10 million, and 0.55% for balance over $20 million of the fee listed above. This fee is separate and in addition to the wealth advisory fee represented in the schedule above. On investments in the ACR Funds, ACR pays APW up to 0.25% on invested balances.