Alpha Financial Advisors is an independent financial advisory firm offering ongoing financial planning advice based on a client’s personal goals. Alpha Financial Advisors provides continuous advice to clients regarding the investment of client funds based on individual needs, goals, and risk tolerance. Services include financial planning, investment management, retirement planning, tax and cash flow management, insurance counseling, and estate planning.
Assets Under Management$220M
Clients156
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.35% |
| $600K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.75% |
Fees may be negotiated under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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