Alpha Solutions Investment Advisors
Assets Under Management
$261.5M
Number of Clients
361
Number of Advisors
4
Average Client AUM
$724K
AUM per Advisor
$65.4M
Compensation
Fee-Only (AUM)
About This Firm
Alpha Solutions Investment Advisors provides continuous customized wealth management solutions tailored to each client's needs. They construct and manage portfolios containing a diversified allocation from all major asset classes. They also provide investment advice on cash management, currency hedging, asset allocation, and alternative asset classes. In-depth and comprehensive financial planning services are also provided on a limited basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable and can vary based on the complexity of a client’s financial affairs.
Fee Estimator
Alpha Solutions is a fee-only advisor. Fees are negotiable and can vary based on the complexity of a client’s financial affairs. Fees are calculated based on the market value of assets under management at the close of the prior quarter. The firm bills in arrears at the end of each calendar quarter. A minimum annual fee of $5,000 may be imposed on each account, but may be waived or reduced at the firm's discretion. Consulting fees are charged on an hourly basis at a rate of $500 per hour.
Areas of Practice
Location
400 Oyster Point Blvd., Suite 407, South San Francisco, CA, 94080