AlphasFuture provides investment advisory services, including discretionary investment management. AlphasFuture recommends separately managed account platforms based on a client's objectives. AlphasFuture is responsible for ongoing re-balancing and continuous monitoring of client securities holdings. The firm's advice includes investments in global listed equities. AlphasFuture also provides non-discretionary advisory services to other investment advisors.
Assets Under Management$8.6M
Clients22
Advisors1
Avg. per Client$390K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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