Aleph Investments manages client portfolios primarily in equities and fixed income. They offer several strategies, including equity accounts managed using the principal's own strategy, fixed income accounts focused on capital preservation, and balanced accounts seeking yield. Aleph reviews investments for suitability but considers asset allocation primarily the client's responsibility, except for balanced accounts and customized 'Flex' accounts. Aleph does not participate in wrap fee programs.
Assets Under Management$16M
Clients27
Advisors1
Avg. per Client$610K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
These rates apply to equity, balanced (NFI), and Flex accounts. Fixed income accounts have lower rates: 0.30% on the first $1M, 0.15% from $1M-$5M, and 0.10% over $5M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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