alphaAI Capital Management offers investment management services primarily through an interactive digital platform. They design and monitor investment portfolios based on client information, objectives, risk tolerance, and time horizon. alphaAI has the authority to make investment decisions without asking for client consent before each transaction. They invest in exchange-listed securities, including equities and exchange-traded funds, and may use leveraged ETFs, short positions, and margin depending on the strategy.
Assets Under Management$5.2M
Clients205
Advisors1
Avg. per Client$25K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K+ | 0.50% |
Accounts below $10,000 are charged a flat $4 monthly fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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