Alpha Capital Family Office, LLC
Assets Under Management
$217.4M
Number of Clients
145
Number of Advisors
7
Average Client AUM
$1.5M
AUM per Advisor
$31.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ACFO is a multi-generational firm providing comprehensive wealth planning services, including family board meetings, business consulting, advisor team management, digital organization, asset management, estate planning, risk management, and charitable planning. Investment management services are offered for a fee based on assets under management. They primarily allocate client assets among various mutual funds, ETFs, cash, individual debt, and equity securities.
Fee Structure
Family office services are charged a fixed annual fee ranging from $0 to $750,000. Investment management fees are based upon a percentage of assets under management, not to exceed 1.50%. Fees are billed in arrears on a quarterly basis. Fees may vary based on account size, portfolio complexity, or other agreed-upon reasons. The firm requires a minimum household value of $2,000,000 to provide advisory services, but this may be waived at the firm's discretion.
Areas of Practice
Location
5750 S. Ulster Circle East, Suite 300, Greenwood Village, CO, 80111