Alpha Wealth Management and Planning provides investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and businesses. Alpha Wealth Management and Planning offers customized investment solutions through personal contact and interaction, providing both discretionary and non-discretionary investment management. Financial planning services cover areas like retirement, estate, tax, and education planning.
Assets Under Management$360M
Clients842
Advisors6
Avg. per Client$420K
Avg. per Advisor$59M
www.linkedin.com/in/andreijigalinfinancialplanner ·www.alphawmp.com ·www.facebook.com/northbayfinancialadvisor
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...