Intelligent Alpha LLC

Fee-Only (% of Portfolio)

Intelligent Alpha LLC primarily advises pooled investment funds, tailoring its services to their specific investment objectives. It also acts as a sub-advisor to a registered investment company (an exchange-traded fund), providing investment management services. Intelligent Alpha develops AI-informed market indices and provides investment strategies to an internet-only broker-dealer, but does not directly manage investments for individual retail clients.

Assets Under Management$25M
Clients2
Advisors1
Avg. per Client$13M
Avg. per Advisor$25M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm