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

+



.50% Per Year

Fee Based On Assets Under
Investment Management

 

Next Step

Open Accounts Online

5 Minutes

MINIMUMS

 $1

PLAN

TWO

 =

 ADVANCED PORTFOLIOS

+



.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

PLAN ONE

AUTOMATED PORTFOLIOS

PLAN TWO

ADVANCED PORTFOLIOS

PLAN THREE

ADVANCED PORTFOLIOS

PLAN FOUR

ADVANCED PORTFOLIOS

RETIREMENT INCOME PORTFOLIOS

Designed to generate you income during retirement. Alphamint utilizes both automated solutions as well as our proprietary Advanced Model Portfolios to help you generate a lasting income stream during retirement.

CUSTOM ALLOCATIONS INCLUDING INDIVIDUAL STOCKS

Only the Advanced Model Portfolios have the ability to incorporate or restrict individual stocks, mutual funds or mutual funds, allowing for greater customization.

TACTICAL INVESTING

With Tactical Investing, Alphamint is able to overweight or underweight particular areas of the market with a goal to outperform the benchmark and reduce risk exposure.

DEFENSIVE PORTFOLIO CONTROLS

Unique to Alphamint are the Defensive Portfolio Controls, designed to adjust the risk exposure during market extremes which helps reduce downside risk and correlation risk.

FINANCIAL PLANNING

 Retirement Planning – Insurance Planning – Estate Planning – Tax Planning – Education Planning – Charitable Planning

PLAN ONE

AUTOMATED PORTFOLIOS

PLAN TWO

ADVANCED PORTFOLIOS

PLAN THREE

ADVANCED PORTFOLIOS

PLAN FOUR

ADVANCED PORTFOLIOS

BUSINESS PLANNING

Business Succession Planning – Executive Compensation Planning

PLAN ONE

AUTOMATED PORTFOLIOS

PLAN TWO

ADVANCED PORTFOLIOS

PLAN THREE

ADVANCED PORTFOLIOS

PLAN FOUR

ADVANCED PORTFOLIOS