Alpine Advisory Partners is a registered investment advisor founded in June 2026 and based in Clarence, New York. Led by principal owner and Chief Compliance Officer Matthew Krajna, the firm operates as a fee-only practice, meaning it is compensated solely through direct client fees and does not accept commissions or product sales compensation. Alpine Advisory Partners offers continuous investment management, retirement plan management, sub-advisory services for other financial professionals, and ongoing financial planning. The firm builds customized portfolios using modern portfolio theory, fundamental analysis, and a mix of individual stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. Client portfolios are managed on a discretionary basis, with personalized asset allocation strategies designed around each client's goals, risk tolerance, and tax situation. In addition to portfolio management, the firm provides comprehensive ongoing financial planning covering business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance analysis, retirement projections, and tax strategies. Alpine Advisory Partners utilizes Charles Schwab as its primary custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and paid quarterly in advance. Other programs include sub-advisory services ranging from 0.0% to 0.35%.