Alhambra Investment Management offers investment management services, outsourcing financial, tax, and estate planning. They manage portfolios based on each client's risk tolerance, determined through ongoing discussions. Clients can request exclusions of certain securities. Alhambra uses a team approach to managing client relationships. Alhambra does not participate in any bundled fee programs.
Assets Under Management$280M
Clients208
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for assets managed above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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