Alpha Asset Advisors LLC

Fee-Only (% of Portfolio)

Alpha Asset Advisors acts as a money manager for other investment advisory firms. These firms, called Primary Advisors, work directly with individual clients. Alpha Asset Advisors manages specific accounts for these Primary Advisors, following the investment strategy they specify. Alpha Asset Advisors has the authority to make investment decisions for these accounts without prior approval from the client or Primary Advisor.

Assets Under Management$13M
Clients46
Advisors4
Avg. per Client$280K
Avg. per Advisor$3.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4 Advisors at this firm