Alpha Capital Management
Assets Under Management
$766.3M
Number of Clients
432
Number of Advisors
6
Average Client AUM
$1.8M
AUM per Advisor
$127.7M
Compensation
Fee-Only (AUM)
About This Firm
Alpha Capital Management offers investment advisory services, including portfolio management, based on client's financial situation and investment objectives. They emphasize independence, discipline, commitment, and flexibility. Portfolios can include various securities to achieve diversification and meet investment goals.
Fee Structure
For investment management, clients are generally charged 1% per year on assets up to $1 million under discretionary management. Accounts holding $1 million or more are assessed a lower, negotiated fee. Fees are calculated quarterly based on the net asset value. Fees for non-discretionary accounts are also negotiated. A minimum $50 fee/quarter is required of each account or household except for employees or employee family members. The firm requires a minimum account size of $100,000 in assets to be managed, but this may be waived under certain circumstances.
Areas of Practice
Location
5407 Parkcrest Drive, 2nd Floor, Austin, TX, 78731