Alpha Initiative is a registered investment advisor offering investment advisory and portfolio management services to individuals and trusts. As a fee-only advisor, Alpha Initiative acts as a fiduciary, prioritizing client interests. They build custom portfolios with assets individually picked by their team based upon their assessment of their intrinsic value and future potential. They use a third-party custodian to hold client assets.
Assets Under Management$6.2M
Clients29
Advisors1
Avg. per Client$210K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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