Alpha DNA Investment Management offers investment advice tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management services. They also offer sub-advisory services to other registered investment advisors. Alpha DNA primarily manages equity and hedged equity strategies, investing in U.S. exchange-listed equity securities. They use a proprietary machine learning algorithm to select stocks.
Assets Under Management$210M
Clients26
Advisors2
Avg. per Client$8.2M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on the type and complexity of asset management services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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