Alpine Road Financial offers investment management, either as a standalone service or combined with financial planning, and financial planning services to individuals. Financial planning covers areas like cash flow, college savings, retirement, and tax strategies. Alpine Road may recommend third-party investment managers for complex situations. They also offer educational seminars and may suggest third-party CPA firms for tax preparation.
Assets Under Management$780K
Clients3
Advisors1
Avg. per Client$260K
Avg. per Advisor$780K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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