Alpha Global Investments
Assets Under Management
$22.3M
Number of Clients
80
Number of Advisors
N/A
Average Client AUM
$279K
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Alpha Global Investments provides investment advisory services including asset management, financial planning, and consulting to individuals and other clients. They tailor investment strategies to client needs, offering portfolio supervision and rebalancing. Financial planning covers various areas like retirement, estate, and tax planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Asset management and 401k planning fees are based on a percentage of assets under management, billed quarterly in advance. Financial planning and consulting are charged at a flat fee ranging from $1,500 to $15,000, or an hourly rate of $375. All fees are subject to negotiation.
Areas of Practice
Location
1660 Hotel Circle North, Suite 304, San Diego, CA, 92108