Alpha Prime Capital, LLC provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. They create a plan to help select a portfolio that fits your needs. They offer both discretionary and non-discretionary investment advisory services. They also offer financial planning services, including advice on budgeting, bequests, tax, and estate planning. Alpha Prime Capital generally limits its investment advice to fixed income securities, individual stocks, exchange traded funds, options, and commodities.
Assets Under Management$8.3M
Clients16
Advisors1
Avg. per Client$520K
Avg. per Advisor$8.3M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.50% |
Fees are generally negotiable. Qualified clients also pay a performance fee of 20% of capital appreciation above a designated benchmark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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