Advisory Alpha, LLC
Assets Under Management
$3.5B
Number of Clients
13,126
Number of Advisors
54
Average Client AUM
$264K
AUM per Advisor
$64.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Advisory Alpha is a Michigan-based RIA offering managed portfolios and specialty solutions. They provide advisory services directly and through subadvisor/co-advisor relationships with third-party RIAs. Their Investment Team oversees portfolio allocation, security analysis, and investment selection. They offer various managed portfolio series like Accumulate, Classic, Core, and specialty solutions including 401(k) and cash balance plans.
Fee Structure
Advisory Alpha generally charges asset-based fees ranging from 0.10% to 1.70% of assets under management, depending on services. Fees are negotiable and outlined in the advisory agreement. Hourly fees range from $50 to $400 per hour, and fixed fees range from $1,000 to $10,000, typically for the financial planning solution. Some representatives may include a minimum annual fee. Clients are responsible for third-party fees.
Areas of Practice
Location
348 S Waverly Rd, Suite 100, Holland, MI, 49423