Alpha Fiduciary
Assets Under Management
$109.1M
Number of Clients
114
Number of Advisors
2
Average Client AUM
$957K
AUM per Advisor
$54.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alpha Fiduciary, founded in 2006, offers wealth management, portfolio management, and financial planning services. They manage approximately $110 million in client assets, primarily on a discretionary basis. Services include investment management, financial planning, and consulting, with a focus on asset allocation and alternative investments. They also advise the Alpha Fiduciary Quantitative Strategy Fund.
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
Location
20645 N. Pima Road, Suite N-225, Scottsdale, AZ, 85255