Work With A Portfolio Manager
Low Cost Fee-Based Investing.
Work with a portfolio manager to invest and build a financial plan that funds your long term goals while cutting your investment fees in half.
Our fee-based portfolio management technology wit.
Get a customized wealth management solution that gives you the benefit of low-cost investing together with professional financial advice.
Advantage of Fee-Based Investing With Blue Alpha Wealth
Using active and passive investing strategies, you're able to get low-cost investing costs with the benefit of sophisticated investment management.
Investing requires quick decisions to make changes to your plan in times of volatility. Our "discretionary" fee-based solution helps to take away the anxiety from your investing.
Cut Your Fees In Half
Average mutual fund can cost you anywhere from 2.5% to 3%. Mutual funds can be a great solution if you need professional management. We give you that at half the cost
Work With An Advisor
Low-cost or passive doesn't mean set it and forget it. With our model you get guidance to use your investments to fund your financial planning goals.
How Our Fee-Based Investing Solution Works
Get Started With Low Cost Fee-Based Investing With A Portfolio Manager!
How Do We Invest Your Money?
3 Simple Rules Based on Science & Math
Mutual funds and other similar investments have to charge higher fees because of the transactions and constant trading they have to do. In addition, they also have to promote the funds by advertising which adds to the cost. Then pay financial professionals who further promote these same funds. That was the old model. Fee-based investing is the new model and it's low-cost because it doesn't include all the trading and marketing costs explained above. Here are the rules based on the work of investment professional David Swensen.
Invest in various solutions.
Benefit from investing with sophisticated solutions not typical with main stream investing..
Diversify in different asset classes.
Maintain exposure to six core asset classes for diversification. Equities, bonds & real estate
Move money between investments to ensure your portfolio remains aligned with your goals and risk tolerance.
Working with Blue Alpha Wealth your financial advisor.
Hi, I'm Carter, your independent financial advisor and partner in helping you gain control over your investments. You'll find I'm a good listener and willing to meet you where you are. I understand the anxiety that comes with investment planning and don't promise a silver bullet but if I can make an improvement on your current situation is that worth your while?
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