Nathalie Lai is a registered investment advisor at Alpha Solutions Investment Advisors, based in South San Francisco, CA, with 1 years of industry experience. Nathalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 401 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable and can vary based on the complexity of a client’s financial affairs. A minimum annual fee of $5,000 may be imposed on each account. The minimum fee may be waived or reduced at our discretion.
Fee Estimator
Location
400 Oyster Point Blvd., Suite 407, South San Francisco, CA, 94080
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nathalie works as a dentist at Lands End Dental, a non-investment related dental practice. This takes about a full-time commitment, including 16 hours during trading hours.
Employment History
Current Registrations
Alpha Solutions Investment Advisors
State Registrations1 state
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