Alpha Architect provides investment advisory and asset management services to individuals, high-net-worth individuals, and corporations. Alpha Architect uses academic finance research to develop models that execute systematic, quantitative investment strategies. Alpha Architect offers both discretionary and non-discretionary advisory services, tailoring advice to specific investment objectives and strategies. They may invest client assets in investment companies managed by a related advisor.
Assets Under Management$14B
Clients135
Advisors4
Avg. per Client$100M
Avg. per Advisor$3.4B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000. At the firm’s discretion, and depending on the facts and circumstances, fees may be reduced to zero.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...