AlphaNext, LLC offers investment advisory services to individuals, high net worth individuals, trusts, estates, and charitable organizations. AlphaNext creates tailored investment strategies based on client needs, risk tolerance, and time horizons. They manage portfolios of stocks, bonds, ETFs, mutual funds, and other securities. AlphaNext acts as a fiduciary, prioritizing client interests and disclosing potential conflicts of interest.
Assets Under Management$64M
Clients27
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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