Advisory Alpha, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Advisory Alpha is a registered investment advisor that provides advisory services to clients through its investment advisor representatives, as well as through subadvisory or co-advisory relationships with other registered investment advisors. Advisory Alpha offers a variety of managed portfolio and specialty solution offerings. The firm generally maintains authority to make trades without asking first.

Assets Under Management$3.5B
Clients13,126
Advisors60
Avg. per Client$260K
Avg. per Advisor$58M

Fee Structure

Minimum Investment:None

Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.

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Location

60 Advisors at this firm

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Advisory Alpha, LLC | TrueAdvisor