Assets Under Management
$766.3M
Number of Clients
432
Number of Advisors
6
Average Client AUM
$1.8M
AUM per Advisor
$127.7M
Compensation
Fee-Only (AUM)
Alpha Capital Management offers portfolio management services tailored to client goals and risk tolerance. They invest in various securities, including equities, bonds, and mutual funds. They emphasize independence, discipline, commitment, and flexibility in their approach.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Accounts holding $1 million or more are assessed a fee lower than 1% at a negotiated level.
5407 Parkcrest Drive, 2nd Floor, Austin, TX, 78731