Alpha Squared Capital offers investment advice to individuals. The firm creates tailored investment portfolios using stocks, bonds, ETFs, and other securities. They also provide standalone financial planning and consulting services covering retirement, estate, tax, education, and business planning. As a fiduciary, Alpha Squared Capital is legally required to act in the client’s best interest.
Assets Under Management$27M
Clients145
Advisors1
Avg. per Client$180K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.75% |
Fees are negotiable for accounts over $3,000,000. This fee schedule is for ASC Active Models. ASC Passive Models have a lower fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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