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 $500K | 1.00% |
| $500K+ | 1.00% |
Fees negotiable for accounts over $500,000.
Fee Estimator
Alpha Architect charges an annual fee based on a percentage of your assets under management. The standard fee is 1.00% on assets under $500,000. Fees above $500,000 are negotiable. All fees and account minimums are negotiable and may be discounted. For 1042 Qualified Replacement Property (QRP) accounts, the maximum management fee is 1.0% of the gross, levered account value, and a maximum of 7.0% of the unlevered account value each year. Consulting fees consist of a fixed component of $5,000 and an hourly component that runs $500.00 per hour. Donor Advised Fund services are 0.25% of NAV.
Areas of Practice
Advisor Information
Office location
19 E Eagle Road, Havertown, PA, 19083
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
Sebastian owns Breathe-Eze Holdings LLC, through which he engages in financial consulting activities with Alpha Architect, LLC. Breathe-Eze Holdings LLC also holds intellectual property/patent for a non-investment related product, dedicating minimal time to this activity.