Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable and can vary based on the complexity of a client’s financial affairs.
Fee Estimator
Alpha Solutions is a fee-only advisor. Fees are negotiable and can vary based on the complexity of a client’s financial affairs. Fees are calculated based on the market value of assets under management at the close of the prior quarter. The firm bills in arrears at the end of each calendar quarter. A minimum annual fee of $5,000 may be imposed on each account, but may be waived or reduced at the firm's discretion. Consulting fees are charged on an hourly basis at a rate of $500 per hour.
Areas of Practice
Advisor Information
Office location
400 Oyster Point Blvd., Suite 407, South San Francisco, CA, 94080
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert works at Shoprite overseeing inventory management. This activity is not investment-related.