Work With A Portfolio Manager
Low Cost Fee-Based Investing.
Build an investment plan that funds your long term goals while cutting your investing costs.
Fee-Based Portfolio Management
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
Let's Get Started!
Hands-off investment management. Access to discretionary portfolio management. By discretionary, we make investment decisions on your behalf and you get regular information on your performance. We start by discussing the investing philosophy and get your agreement. This fee-based structure gives you direct access with a Blue Alpha Wealth affiliated portfolio manager one on one. Get advice on individual securities, private equity and real estate investments. Ideal for $500,000+ portfolios.
investment fund Portfolio
Hands-on investment management. Active portfolio management where we make investment decisions together in partnership with you. Before we make any changes or investment decisions we advise and consult you and you choose if you want to go ahead (opposite to discretionary). We take an active role in picking appropriate investments to apply to your portfolio and speak more regularly. We use various investment companies for this solution. Ideal for portfolios less than $500,000.
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
Fee-based investing is transparent low-cost investing because it doesn't include all the trading and marketing costs associated with traditional mutual fund investing. 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?
Get Started With Low Cost Fee-Based Portfolio Management!
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