AlphaTrust Advisors is a registered investment advisor founded in 2026 and based in Phoenix, Arizona. The firm provides customized investment management and wealth planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. AlphaTrust Advisors builds personalized portfolios primarily using exchange-traded funds, individual stocks, bonds, and diversified mutual funds, while also considering options and alternative investments when appropriate. The firm utilizes fundamental, technical, and quantitative analysis alongside third-party artificial intelligence research tools to support portfolio management and monitoring. In addition to investment management, AlphaTrust Advisors offers comprehensive wealth planning covering retirement, education savings, insurance needs, and personal savings. Through affiliated entities, the firm also provides access to independent insurance products and tax or accounting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable at the sole discretion of the firm.