ADVANCED MODEL PORTFOLIOS

Comprehensive Wealth Management Strategies

As a fiduciary, we do not have a conflict of interest when it comes to how we are paid for our Financial Planning and Investment Management services. And our fee entitles you to all our services (all-inclusive) i.e. you won’t be charged every time you call or write with a question. We believe frequent communication leads to better results.

Our fee is transparent, simple and fair. We charge based on a flat percentage of the value of your investment portfolio. So instead of having a conflict of financial interests, our compensation is designed to align our financial interests. How? Our fee only goes up when the value of your investments rise. And should your portfolio drop in value, we make less money. Obviously we want to both grow and protect your money!

But being financially healthy is more than growing your investment portfolio. In fact, one of your first and most important items we will provide to you is developing your own comprehensive financial plan, which is designed to address your unique goals and obstacles. Of course, life changes, and so will you plan. For this reason our fee includes unlimited and ongoing counseling with your CFP® and periodic “fiscal fitness” reviews. By “partnering” with us, you will know that no matter what life throws at you, you’ll have someone there to help you in the good times and, inevitably, the not so good times.

Speaking of not so good times, any comprehensive plan should protect you from unexpected and unfortunate situations. Thankfully there are different methods of insuring you, meaning we can transfer your risks to the insurance companies. To meet these needs, in addition to having Certified Financial Planners™, Alpha Wealth Services is also licensed to protect you with Life and Health insurance.

Annual Investment Management Fee Schedule:

1.00% on the first $500,000 under management
1.00% on the next $500,000 under management
0.90% on the next $500,000 under management
0.85% on amount above $1,500,000 under management

Keep in mind that all insurance policies pay a commission, whether you go directly to an insurance company or work with an insurance agent. But the advantage our clients have by utilizing our insurance services is that we are not beholden to any one particular insurance company. We are independent, which means we shop the marketplace for the insurance that best meets your needs, as well as saving you money by finding the most cost competitive provider.

But being financially healthy is more than growing your investment portfolio. In fact, one of your first and most important items we will provide to you is developing your own comprehensive financial plan, which is designed to address your unique goals and obstacles. Of course, life changes, and so will you plan. For this reason our fee includes unlimited and ongoing counseling with your CFP® and periodic “fiscal fitness” reviews. By “partnering” with us, you will know that no matter what life throws at you, you’ll have someone there to help you in the good times and, inevitably, the not so good times.

Speaking of not so good times, any comprehensive plan should protect you from unexpected and unfortunate situations. Thankfully there are different methods of insuring you, meaning we can transfer your risks to the insurance companies. To meet these needs, in addition to having Certified Financial Planners™, Alpha Wealth Services is also licensed to protect you with Life and Health insurance.

Keep in mind that all insurance policies pay a commission, whether you go directly to an insurance company or work with an insurance agent. But the advantage our clients have by utilizing our insurance services is that we are not beholden to any one particular insurance company. We are independent, which means we shop the marketplace for the insurance that best meets your needs, as well as saving you money by finding the most cost competitive provider.