Assets Under Management

$7.3B

Number of Clients

133

Number of Advisors

4

Average Client AUM

$54.7M

AUM per Advisor

$1.8B

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Alpha Architect provides investment advisory and asset management services on a discretionary or non-discretionary basis to individuals, high-net-worth individuals, corporations, and other business entities. They leverage academic finance research to develop proprietary models that execute systematic, quantitative investment strategies.

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K+1.00%

Fees negotiable for accounts over $500,000. Fees may be reduced to zero at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

19 E Eagle Road, Havertown, PA, 19083

4 Advisors at this firm