CapitalAlphabet, LLC offers investment management services to clients through separately managed accounts. The firm invests in various securities, including stocks, bonds, and REITs. While CapitalAlphabet generally does not tailor its portfolio management services, it will work with clients to accommodate investment restrictions upon request. CapitalAlphabet does not offer financial planning services.
Assets Under Management$3.8M
Clients7
Advisors1
Avg. per Client$540K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This is for Option A. For "qualified clients" with at least $1.1 million, the fee is 25% of the account's annual profit above a 6% hurdle rate (Option B). Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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