Terra Alpha Investments provides investment advice to clients based on their specific investment objectives and strategies. The firm primarily works with pooled investment vehicles and separately managed accounts, offering discretionary investment advisory services. Terra Alpha invests primarily in environmentally productive entities, emphasizing long-term holdings and modest trading activity.
Assets Under Management$190M
Clients5
AdvisorsN/A
Avg. per Client$37M
Avg. per AdvisorN/A
x.com/terraalphainvst ·www.linkedin.com/company/terra-alpha-investment... ·www.terraalphainvestments.com
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees range from 0.65% to 1.20% annually for pooled investment vehicles. The Adviser may waive or modify the Management Fee for investors that are principals, employees or affiliates of the Adviser, relatives of such persons, and for certain large or strategic investors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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