Alpha Capital Management Group LLC
Assets Under Management
$613.5M
Number of Clients
457
Number of Advisors
3
Average Client AUM
$1.3M
AUM per Advisor
$204.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alpha Capital Management Group provides discretionary and non-discretionary investment management and supervisory services for a fee based on AUM or a flat dollar fee. They allocate client assets among various investments, including mutual funds, ETFs, and individual securities. They also offer financial planning services and monitor client portfolios at least quarterly.
Fee Structure
Alpha Capital Management Group offers a wrap fee program with a maximum fee of 1.50%. Clients do not pay brokerage commissions, markups, or transaction charges in addition to the advisory fee. Annual fixed fees range from $500 to $100,000, depending on the level of engagement. Fees may vary based on the size of the account, complexity of the portfolio, or extent of activity in the account. The minimum initial account value is $250,000, but they may accept accounts for less than the minimum.
Areas of Practice
Location
250 Fillmore Street, Suite 150, Denver, CO, 80209