Alpha Capital Family Office, LLC offers comprehensive wealth management, family office services, and investment management primarily for high-net-worth individuals, families, trusts, estates, and small businesses. Alpha Capital Family Office helps clients build, manage, and preserve wealth through personalized investment strategies, discretionary portfolio management, and family office services such as tax coordination, estate planning oversight, cash flow management, business consulting, and risk management. The firm utilizes mutual funds, exchange-traded funds, individual bonds and equities, and occasionally recommends private alternative investments for eligible clients. Alpha Capital Family Office also provides consulting services, consolidated reporting, and retirement plan advisory services for employers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment management fees are based on a percentage of assets under management not to exceed 1.50% annually, billed quarterly in arrears. Family office services are charged a fixed annual fee ranging from $0 to $750,000. Fees are negotiable.