Overview
- Headquarters
- Newtown Square, PA
- Total Firm Assets
- $13.5 billion
- Average High-Net-Worth Client Portfolio Size
- $9.0 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: ALPHA ARCHITECT BROCHURE (2026-08-25) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 5.85%
- Number of High-Net-Worth Clients
- 88
- Total Client Accounts
- 135
- Discretionary Accounts
- 135
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 153905
- ALPHA ARCHITECT BROCHURE (2026-08-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗