Alpha Cubed Investments
Overview
Independent SEC-registered investment advisory firm based in Irvine, California. Specializes in tailored investment solutions, focusing on growth, income, and balanced portfolios, primarily utilizing individual stocks and bonds alongside some exchange-traded funds (ETFs). Emphasizes fiduciary responsibility and comprehensive wealth management, serving high-net-worth individuals and families seeking objective advice and disciplined investment processes for long-term financial planning and asset allocation.
Investment Focus
- Minimum fee of $1,500 for standalone Financial Plans
- Maximum flat fee of $10,000 for standalone Financial Plans
- Maximum hourly rate of $350 for Financial Planning & Consulting service
- Fee based on assets under advisement not to exceed 1%
- Family Office Services charged based on a percentage of assets under management, not to exceed a total of 1.50%
Reach Alpha Cubed Investments directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Alpha Cubed Investments
What sectors does Alpha Cubed Investments invest in?
Alpha Cubed Investments invests in Financial Services, and is based in California, United States. Alpha Cubed Investments is listed as a private investment firm in the ConnectSafely investor database.
What stage does Alpha Cubed Investments invest at?
Alpha Cubed Investments backs companies at Growth, writing cheques of 1.5K - 10K.
Which regions does Alpha Cubed Investments invest in?
Alpha Cubed Investments invests across United States.
Last updated · Source: ConnectSafely investor database
