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 $3.0M | 1.15% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Actual fees may be negotiated.
Fee Estimator
Investment management fees are based on a percentage of your assets under management. For financial planning services beyond those included with investment management, fees are either $350 per hour or a fixed fee ranging from $1,000 to $10,000, depending on the service's scope. Actual investment management fees may be negotiated based on account size and service level. Alpha Fiduciary generally requires an account minimum of $1,000,000.
Areas of Practice
Advisor Information
Office location
20645 N. Pima Road, Suite N-225, Scottsdale, AZ, 85255
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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