Alpha-Tech Investments provides ongoing investment management services, managing client custodial accounts with continuous supervision. Investment recommendations are tailored to each client's financial situation, risk tolerance, and investment policy statement. Alpha-Tech Investments may invest in stocks, bonds, mutual funds, ETFs, REITs, and options.
Assets Under Management$1.1M
Clients26
Advisors1
Avg. per Client$42K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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