Alder Capital provides customized wealth management services, combining personalized financial planning with investment management. Alder Capital builds diversified portfolios using exchange-traded funds, options, stocks, bonds, mutual funds, and alternative investments, tailored to each client's specific financial goals, risk tolerance, and time horizon. The firm acts in your best interest as a legally required fiduciary and works closely with clients to review investment progress and adjust strategies as needed. Alder Capital also manages private pooled funds for qualified investors.
Assets Under Management$0
ClientsN/A
Advisors2
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 | 1.50% |
Annual fees range from 0.50% to 1.50% based on account complexity and asset level. Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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