AlphaPlus Investment Management provides investment management services. AlphaPlus works to understand client needs and objectives to define a strategy best suited to achieve the client’s investment goals. This is accomplished through allocating assets among various asset classes, including individual stocks, bonds, mutual funds, exchange traded funds (ETFs), REITs, and options. AlphaPlus seeks to achieve positive returns through strategic asset allocation, diversification, risk control, and compounding.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees and minimum account sizes may be negotiable. AlphaPlus will receive an incentive fees equal to 20% of the amount of the profits for qualified clients (High net worth individuals and families) that wish to pay performance-based fee schedules.