Alphacopia provides investment advisory services, managing portfolios based on client objectives using a tactical allocation strategy. They offer sub-advisory investment management services to other registered investment advisors. Alphacopia also provides business consulting services and wealth planning services, including retirement and cash flow planning. Clients can engage Alphacopia for wealth planning services without investment management. Alphacopia may recommend unaffiliated third-party investment managers.
Assets Under Management$44M
Clients37
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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