Alpha Capital Family Office (ACFO) provides investment advisory services to high-net-worth individuals, families, and small businesses. ACFO offers comprehensive wealth planning services, including family board meetings, business consulting, digital organization, asset management, estate planning, risk management, and charitable planning. For investment management clients, ACFO offers discretionary investment management and investment advisory services for a flat dollar or asset-based fee.
Fee Structure
ACFO offers investment management services for a fee based on a percentage of the value of your portfolio, not to exceed 1.50% annually. The specific fee is agreed upon in your Investment Advisory Agreement and is billed quarterly in arrears. Fees may vary based on the size of the account, complexity of the portfolio, or other agreed-upon reasons. ACFO also offers family office services for a fixed annual fee ranging from $0 to $750,000.