Alpha Capital Wealth Advisors, LLC

Fee-Only (% of Portfolio)

Alpha Capital Wealth Advisors (ACWAL) offers ongoing portfolio management services tailored to individual client goals, time horizons, and risk tolerance. ACWAL creates an Investment Policy Statement for each client to guide portfolio selection. ACWAL requests authority to make trades without asking first. ACWAL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and options for hedging purposes.

Assets Under Management$13M
Clients14
Advisors1
Avg. per Client$900K
Avg. per Advisor$13M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm