ALPHAMINT PLANS AND PRICING

Every plan pairs you with a dedicated Certified Financial Planner

Plan A

AUTOMATED INVESTING

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AUTOMATED PORTFOLIOS

Automated Model Portfolios by Alphamint bring together convenience, low-cost, and the latest in portfolio automation technology. Open an account in minutes and begin depositing money into your account utilizing your bank login credentials.


 .50% Per Year

($50/year for $10,000 Invested)
 
Next Step:

Open Account Online

5 Minutes

MINIMUMS

 $1

Plan B

ADVANCED INVESTING

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 ADVANCED PORTFOLIOS

Advanced Model Portfolios by Alphamint incorporate advanced investing principles including volatility reducing strategies and tactical investing strategies that adapt to the current market environment to help protect and boost gains in your portfolio.


.75% Per Year

($75/year for $10,000 Invested)
 
Next Step:

Risk Questionnaire

3 Minutes

MINIMUMS

 $10,000

Plan C

FINANCIAL PLANNING

 ALL OF PLAN B

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FINANCIAL & RETIREMENT PLANNING

The Professional plan brings your relationship with your Advisor to a whole new level with comprehensive financial planning.


1.00% Per Year

($100/year for $10,000 Invested)
 
Next Step:

Client Questionnaire

10 Minutes

MINIMUMS

 $25,000

Plan D

EXECUTIVE PLANNING

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 ALL OF PLAN C

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BUSINESS & EXECUTIVE PLANNING

Designed for the executive and business owner with complex compensation or business succession planning needs.


1.25% Per Year

($125/year for $10,000 Invested)
 
Next Step:

Client Questionnaire

10 Minutes

MINIMUMS

 $100,000

COMPARE AVAILABLE PLANS

AUTOMATED

AUTOMATED PORTFOLIOS

ADVANCED

ADVANCED PORTFOLIOS

PLANNING

ADVANCED PORTFOLIOS

EXECUTIVE

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

AUTOMATED

AUTOMATED PORTFOLIOS

ADVANCED

ADVANCED PORTFOLIOS

PLANNING

ADVANCED PORTFOLIOS

EXECUTIVE

ADVANCED PORTFOLIOS

BUSINESS PLANNING

Business Succession Planning – Executive Compensation Planning

AUTOMATED

AUTOMATED PORTFOLIOS

ADVANCED

ADVANCED PORTFOLIOS

PLANNING

ADVANCED PORTFOLIOS

EXECUTIVE

ADVANCED PORTFOLIOS