Amplified Alpha

Fee-Only (% of Portfolio)

Amplified Alpha Capital Management provides investment management services, primarily discretionary, to a pooled investment vehicle (the fund) and managed client accounts. Amplified Alpha uses an actively traded, quantitative algorithm that combines risk management strategies and leveraged assets. Client assets are invested according to the client's investor policy statement. Amplified Alpha utilizes Charles Schwab for administration and custodial services.

Assets Under Management$280K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$140K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500

Amplified Alpha charges a percentage of your portfolio each year. The fees are:

  • 1% if you don't want active model participation
  • 2% if you do want active model participation

The minimum annual fee is $2,500, or $5,000 if you want to participate in the actively traded model. Amplified Alpha may waive or reduce the minimum fee if you commit to continued contributions.

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Location

2 Advisors at this firm

Amplified Alpha | TrueAdvisor