Alpha Vee Advisors (AVA) offers its services to other financial advisors and Turnkey Asset Management Programs (TAMPs). AVA acts as a model provider or sub-advisor, offering model portfolios indirectly to the Organizations’ clients. AVA also provides back-office administration services, including research and analytics, guidance, technology implementation, model assignments, and research reports. AVA only engages with financial professionals and never retail clients.
Fee Structure
Alpha Vee Advisors provides investment advisory services as a sub-advisor to other investment advisors, offering model portfolios. AVA receives an annual management fee up to 0.68% of the total assets managed in its models. This fee is paid monthly in arrears by the Organizations’ clients’ accounts. Alpha Vee Advisors does not have the authority to deduct fees from client accounts; this authority rests solely with the Organizations.