Alpha Financial Partners Llc
Lexington, Kentucky
5.0
22 Reviews
Alpha Financial Partners LLC, based in Lexington, KY, is a small investment advisory firm catering to a diverse clientele. With one office and a team of six dedicated professionals, they offer comprehensive investment advisory services to individuals and employer 401Ks. The firm's three investment advisors possess extensive expertise in managing assets and provide personalized guidance to their clients. On average, each investment advisor at Alpha Financial Partners oversees approximately $85,700,000 in assets under management, a figure that aligns with industry standards. Their compensation structure encompasses various methods,...
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Assets Under Mgmt

$257.11M

Investment Professionals

3

Locations

0

% 401K & Individual

49%

% Discretionary

90%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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