Assets Under Management
$22.3M
Number of Clients
80
Number of Advisors
N/A
Average Client AUM
$279K
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Alpha Global Investments provides investment advisory services including asset management, financial planning, and consulting to individuals and other clients. They tailor investment strategies to client needs and review portfolios regularly.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
All fees are subject to negotiation.
1660 Hotel Circle North, Suite 304, San Diego, CA, 92108