Alfa Algorithms HK provides investment management services to individuals, high net worth individuals, and trusts. The firm offers two performance-based fee strategies. Alfa Algorithms HK also provides management services as a sub-advisor to third-party investment advisors. Clients can impose reasonable restrictions on their accounts. Alfa Algorithms HK does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the AUM fee, Alfa Algorithms HK charges a performance-based fee of 15% minus the risk-free rate. Performance-based fees will be assessed when the portfolio’s return exceeds the risk-free rate subject to the portfolio’s high-water mark value since inception of the account or the highest portfolio value at the end of any prior quarterly period, whichever is greater.