Alpha Fiduciary offers investment management services, typically on a discretionary basis, tailored to client objectives. They invest in various asset classes, including stocks, bonds, and alternative investments, to achieve desired returns while managing risk. They also offer financial planning services, covering areas like cash flow, investments, taxes, insurance, estate, retirement, and education planning. Alpha Fiduciary also manages "Held Away" accounts like 401(k)s and 403(b)s using a third-party platform.
Assets Under Management$110M
Clients114
Advisors2
Avg. per Client$960K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.15% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Actual fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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