Alpha Advisors, LLC

Alpha Advisors, LLC, established in February 2001, is an investment advisory firm offering tailored services to individuals and families. The firm specializes in discretionary management of marketable securities portfolios, providing services such as cash flow analysis, financial planning, and coordination with other financial professionals. Clients receive continuous management based on their financial goals and risk tolerance, with a customized asset allocation plan. The firm primarily uses no-load mutual funds and ETFs for diversification and risk management. Alpha Advisors charges fees based on assets under management, with a tiered structure ranging from 0.50% to 1.00%. Alternatively, clients may negotiate a flat annual retainer fee between $2,500 and $60,000. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. Clients have the option to terminate the agreement without penalty, with fees billed monthly. Alpha Advisors does not have disciplinary actions in the last ten years and does not engage in unethical business practices. The firm does not receive compensation from outside providers to minimize conflicts of interest. Clients' accounts are held at Fidelity Investments, and the firm has discretion to manage client accounts, including buying and selling securities. Alpha Advisors does not vote on client securities, and clients receive quarterly portfolio reports and statements.