Alpha Capital Management Group provides investment advice to individuals, high-net-worth individuals, estates, trusts, and small to medium-sized businesses with employer-sponsored retirement plans. Alpha Capital offers both discretionary and non-discretionary investment management and financial planning services. They allocate client assets among various mutual funds, ETFs, and individual debt and equity securities. They also offer an automated investment program through Institutional Intelligent Portfolios.
Fee Structure
Alpha Capital charges a fee for investment management services, including advisory and consulting services, trade entry, and investment supervision. The fees are based on an annual percentage of the assets under management or a flat quarterly fee. The maximum investment advisory fee is 1.50%. Fixed fees range from $500 to $100,000 annually, depending on the level of engagement. Fees are billed either in advance or arrears, depending on the agreement.