Alpha Solutions Investment Advisors is a San Francisco-based firm that offers portfolio management services, specializing in direct equities and exchange-traded funds (ETFs). They prioritize avoiding mutual funds due to their tendency to underperform the market, and their fees are calculated as a percentage of total assets under management, with a minimum annual fee imposed on each account.
The firm's fee schedule is based on the market value of assets under management, with different fee percentages applied to each asset level increment. They emphasize transparency by providing quarterly statements that indicate how fees were calculated, and they do not charge or benefit from other costs such as brokerage transaction commissions or custodian account fees.
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