Alpha Financial Advisors, LLC
Assets Under Management
$192.9M
Number of Clients
137
Number of Advisors
4
Average Client AUM
$1.4M
AUM per Advisor
$48.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alpha Financial Advisors, LLC is an independent, fee-only firm providing ongoing life planning advice based on clients' goals. They offer comprehensive financial planning, investment management, retirement planning, tax and cash flow management, insurance counseling, and estate planning. They manage portfolios based on individual client needs and risk tolerance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.35% |
| $600K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.75% |
Fees may be negotiated under certain circumstances.
Fee Estimator
The annual investment management fee is based on a percentage of assets under management, ranging from 0.55% to 1.50%. Fees are billed quarterly in arrears. Financial planning and consulting services are also available on a stand-alone basis, starting at $250 per hour, which may be negotiable. AFA generally requires a minimum of $500,000 of investable assets to become a client, but this may be waived or modified.
Areas of Practice
Location
8260 Greensboro Drive, Suite 125, Mclean, VA, 22102
