Quant Alpha provides investment advice through its website. The firm uses a quantitative engine to manage portfolios, allocating investments among exchange-traded products linked to the Nasdaq-100 Index. The engine generates trade signals in real-time, and these signals are executed programmatically in each client’s brokerage account at Interactive Brokers. Quant Alpha does not offer financial planning.
Fee Structure
Quant Alpha charges a percentage of your portfolio each year, and may also charge a performance-based fee for larger accounts.
- Testing Clients (under $50,000): No fee for the first 12 months, then the standard rate.
- Non-Qualified Clients ($50,000 - $1.1 million): AUM fee only.
- Qualified Clients (over $1.1 million): AUM fee plus a quarterly performance fee.
The specific percentage depends on the strategy you choose:
| Client Tier | Nx1 | Nx2 | Nx3 | | :------------- | :----------- | :----------- | :----------- | | Testing | 1.00% | 1.50% | 2.00% | | Non-Qualified | 1.00% | 1.50% | 2.00% | | Qualified | 1.00% + 10% | 1.50% + 20% | 2.00% + 30% |
Management fees are billed monthly. Performance fees are calculated quarterly.