Alphacopia fees and pricing

Financial planner in Annandale, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 10, 2026, Alphacopia charges a flat or project fee of $500⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $500⁠-⁠$25,000; “The firm may charge a flat fee rate ranging from $500 to $25,000 for wealth planning services.”

Payment and refund terms, quoted from the fee section of the brochure.

“Sub-advisory fees are paid to Alphacopia by the Primary Adviser and are not billed directly to, or deducted by Alphacopia from, the underlying client’s account unless the client and the Primary Adviser expressly authorize such deduction in writing.”
“Fixed fees will be negotiated and agreed to in advance, and will be charged monthly, in arrears, and upon completion of the services rendered.”
“If the final fee is not paid by the client upon completion of the services, the client is required to pay the fee within five days of delivery of the final invoice.”

Its flat or project fee of $500-$25,000 spans the Minnesota median of $5,250. 77% of the 108 other Minnesota planners that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 35
Employees: 2
Works with: Individuals, high net worth individuals, pooled investment vehicles, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and other services
Assets managed: $44,363,307
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 315231
Phone: (612) 849-2873

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.