Alpha Financial Partners offers wealth management solutions through investment management, financial planning, and related advisory services. They work with high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. Alpha Financial acts as a fiduciary, upholding a duty of loyalty and good faith. They may recommend independent managers and use a third-party platform to manage held-away assets.
Assets Under Management$460M
Clients402
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$92M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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