Alpine Capital Partners tailors investment portfolios to individual client needs based on their time frame, goals, and risk tolerance. Alpine offers portfolio management, wealth management, retirement income planning, succession planning, and philanthropic planning. Alpine uses ETFs, mutual funds, stocks, and bonds to provide liquidity and transparency. They also provide fixed income solutions and alternative investment exposure where appropriate.
Assets Under Management$9.5M
Clients12
Advisors1
Avg. per Client$800K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.38% |
| $8M+ | 0.38% |
Fees are negotiable for accounts over $8,000,000. Lower fees apply to fixed income only portfolios.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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