Alpha Wealth Advisor is a registered investment advisor that offers investment management and financial planning services. Investment management is tailored to the client's goals and risk tolerance, using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Planning is offered on a project basis or ongoing.
Assets Under Management$1.6M
Clients13
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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