Overview

Headquarters
South San Francisco, CA
Total Firm Assets
$466 million
Average High-Net-Worth Client Portfolio Size
$1.5 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: ALPHA SOLUTIONS INVESTMENT ADVISORS ADV II-20250916F (2026-08-04) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.25%
$2,000,001 $5,000,000 1.00%
$5,000,001 $10,000,000 0.75%
$10,000,001 $20,000,000 0.60%
$20,000,001 and above 0.50%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $55,000 1.10%
$10 million $92,500 0.92%
$50 million $302,500 0.60%
$100 million $552,500 0.55%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
83.88%
Number of High-Net-Worth Clients
266
Total Client Accounts
751
Discretionary Accounts
751

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles

Regulatory Filings

SEC CRD Number
156541
  • ALPHA SOLUTIONS INVESTMENT ADVISORS ADV II-20250916F (2026-08-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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