Alpha Innovators LLC manages investments for individuals, high net worth individuals, and business entities. Alpha uses UX Wealth Partners' platform to manage client accounts. Alpha gathers client information and selects suitable investment strategies, while UX Wealth executes trades. Financial planning services are available upon request at no additional cost for asset management clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. UX Wealth also charges a platform fee of 0.12% and a separate account manager fee that ranges from 0% to 0.79%, depending on the manager selected. These fees are in addition to Alpha's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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