Alpha Inertia Capital LLC provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. They create a personalized Investment Policy Statement to guide their investment decisions. Alpha Inertia Capital LLC typically invests in equities and ETFs, but may use other securities to diversify your portfolio. They require authority to make trades without asking you first.
Assets Under Management$2.6M
Clients3
Advisors1
Avg. per Client$860K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Alpha Inertia Capital LLC charges an annual fee of 2.50% of your total assets.
For certain clients, Alpha Inertia Capital LLC charges 2% of the value of your portfolio plus 10% of any increase in value. If your portfolio loses value, you won't pay the 10% performance fee until it reaches its previous high point.
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