Liberated Investor Model

The next generation of investment management is here: Low Cost, Fiduciary, Equal Love, Fee-Only, Active and Proven.

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Background

Liberated Investor Model

Low Cost

Excessive fees are crippling investors. We’re putting a stop to it. For most investors, the fees they are paying over 25-30 years will eat into 21% of their nest egg. 21%! At Alphavest, our fees are some of the lowest in the nation. And we’ll prove it. We’ll be happy to show you our fees and allow you to compare.

Fiduciary

Do you know who’s on your team and who isn’t? At Alphavest, we are “fiduciaries” and therefore are held to a higher standard of ethical behavior. That means we work for you, don’t push products, disclose fees, and hold your interests above our own. Period.

Equal Love

Wouldn’t it be nice to be treated as a Millionaire investor? We treat our clients like the money we are investing is our own. If you have a little or a lot, it doesn’t matter. Your account gets the love, attention and an aggressive pursuit of results that you deserve.

Fee Only

Let’s talk about the elephant. When it comes to making commissions, most advisors sweep their secrets under pages of paperwork. The truth? They sell certain products because they are paid for them. Not with Alphavest. We are fee only meaning we are paid when you win.

Methodology

There is a way to do this right. And we have it. “Buy and Hold?” “Market Timing?” Guess what? Both are wrong. The model for today is fee-only, active management with a focus on asset classes and disciplined market moves that work.

Background

The Liberated Investor Guidebook

The Liberated Investor

Whether you choose Alphavest or not—Our founder and author of The Liberated Investor Guidebook feels that you should have the right to know.

The Liberated Investor Guidebook will provide you with practical advice and recommendations to help you understand the game and play it better.

In this guide, you’ll learn how to:

  • Lower the fees you’re paying
  • Be active and responsive with your investing instead of passive or reactionary
  • Respond to the market instead of sitting on the sidelines
  • Reduce the conflicts of interest between you and your broker
  • Make sure your advisor has your best interests at heart

Estimated reading time: 20 minutes