AlphaPlus Wealth Management offers investment management services where client portfolios are managed according to the client’s stated investment goals and objectives. They also provide financial planning services where they will work with clients to review their current financial position, stated goals and objectives and will make recommendations on how clients can manage their financial resources based on an analysis of their individual needs.
Assets Under Management$15M
Clients50
Advisors1
Avg. per Client$310K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable based on the amount invested and the client’s comfort.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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