AlphaBond LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement to guide investment decisions, focusing on equities and fixed income securities. AlphaBond is also a subadvisor to several private funds. Clients cannot impose restrictions on investing in certain securities based on their values or beliefs.
Assets Under Management$240M
Clients2
Advisors1
Avg. per Client$120M
Avg. per Advisor$240M
Fee Structure
Investment management only (planning not offered)
AlphaBond charges a performance-based fee for qualified clients, meaning you'll pay 50% of the increase in your portfolio's value. If your portfolio drops in value, you won't pay a new fee until it reaches the previous high value, adjusted for any withdrawals or deposits. This fee is negotiable.
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