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Frequently Asked Questions
Find answers to common questions about alphaAI's advisor solutions.
What are the fees?
We charge a transparent $100 monthly fee per onboarded advisor, and management fees are tiered, starting at 0.4% per year. Pricing is negotiable for our pilot customers.
Is this strategy compliant with my fiduciary obligations?
Yes. TALS is managed by a registered investment advisor and follows a systematic, rules-based process. All trades are executed through Alpaca, an SEC-registered and SIPC-insured custodian, and full transparency is provided for compliance review.
How do I get started or test this with clients?
We’re onboarding a limited number of early advisors into our pilot program. You’ll get white-glove onboarding, direct access to our investment team, and priority client support.
Will this compete with my existing strategies or model portfolios?
Not at all. TALS is designed to complement your existing offering—use it as a tax-efficient sleeve or a differentiator for specific client segments.
How is this delivered to my clients?
Think of alphaAI as an alt delivered via a separately managed account (SMA). The management of the SMA is fully automated and integrated with SEC-registered custody, execution, and reporting. There’s no new tech to install or manage.
What’s the minimum investment?
The minimum account size is $10,000, making advanced tax-aware strategies accessible to a broader range of clients than traditional direct indexing (typically $100,000 minimum) or hedge fund solutions (typically $1 million minimum).
How is this different from direct indexing?
TALS goes beyond direct indexing by incorporating both long and short positions, allowing for significantly greater tax-loss harvesting, up to 10x or more annually, without relying on market downturns.
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