ALPHAMINT PLANS AND PRICING

Selecting the Best Plan Starts with knowing your current financial situation and your financial goals. Speak with an Alphamint Adviser for questions regarding which solution may work best for your situation.

PLAN

ONE

=

AUTOMATED PORTFOLIOS

+

INVESTMENT MANAGEMENT & PLANNING


.50% Per Year

Fee Based On Assets Under
Investment Management

 

Next Step

Open Accounts Online

5 Minutes

MINIMUMS

 $1

PLAN

TWO

 =

 ADVANCED PORTFOLIOS

+

INVESTMENT MANAGEMENT & PLANNING


.XX% Per Year

Fee Based On Assets Under
Investment Management

 

Next Step

Investor Risk Questionnaire

3 Minutes

MINIMUMS

 $50,000

PLAN

THREE

ADVANCED PORTFOLIOS

+

FINANCIAL & RETIREMENT PLANNING


1.00% Per Year

Fee Based On Assets Under
Investment Management

 

Next Step

Initial Client Questionnaire

10 Minutes

MINIMUMS

 $100,000

PLAN 

FOUR

 =

ALL OF PLAN THREE

+

BUSINESS & EXECUTIVE PLANNING


1.25% Per Year

Fee Based On Assets Under
Investment Management

 

Next Step

Initial Client Questionnaire

10 Minutes

MINIMUMS

 $500,000

COMPARE AVAILABLE PLANS