AlphaMark Advisors

Wealth Management Firm in Fort Wright, KY

Firm Info
Address: 810 Wright's Summit Pkwy #100, Fort Wright, KY 41011, USA
Phone: (859) 957-1803

Firm Size
Assets Under Management: $403 million
# of Advisors: 5
# of Clients: 985
Client to Advisor Ratio: 197:1
Average Account Size: $409,156
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Investment Companies
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Alphamark Advisors, LLC Overview

ALPHAMARK ADVISORS, LLC is a registered investment advisory firm that has been providing investment advice since 2000. Located in Ft. Wright, KY, the firm offers fee-only financial planning services for individuals, small businesses, and institutional clients. They specialize in portfolio management services for businesses or institutional clients as well as investment companies. As a trust company, ALPHAMARK ADVISORS, LLC provides investment advice to their clients with the intention of managing their financial assets and achieving their financial goals. The firm only charges clients for their services and does not receive any commission or compensation from product sales. With over two decades of experience in providing investment advice, the firm has built a reputation of excellence and trust among its clients. Through their financial planning and portfolio management services, ALPHAMARK ADVISORS, LLC provides their clients with personalized solutions that are tailored to their specific goals and financial needs.

ALPHAMARK ADVISORS, LLC prides itself on serving a diverse range of clients. From individuals to high net worth individuals, investment companies, pension or profit sharing plans, and even charitable organizations, ALPHAMARK ADVISORS, LLC has experience providing comprehensive financial advisory services to a wide variety of clients. In addition to these common client types, ALPHAMARK ADVISORS, LLC is also adept at serving other types of corporations not listed here, providing expertise across a broad spectrum of financial concerns and needs. When engaging with ALPHAMARK ADVISORS, LLC, clients can expect a flexible approach to fee structures. Depending on the nature of the services requested, clients may be charged based on a percentage of assets under management (AUM), hourly rates, or fixed fees for specific services. This customized approach ensures that clients have the ability to craft a fee arrangement that works best for their circumstances. ALPHAMARK ADVISORS, LLC understands that financial concerns can be complex and varied, and is committed to working with clients to create fee structures that are both fair and transparent.

Typical Clients, Fee Structures & Investment Minimum

According to ALPHAMARK ADVISORS, LLC's Part 2 Brochure, the firm's investment minimum varies and may be different for each account. The brochure states, "The minimum account size for investment advisory services may vary depending on the type of account and/or investment strategy employed." Therefore, it appears that ALPHAMARK ADVISORS, LLC does not have a set investment minimum and instead determines the minimum on a case-by-case basis.

How This Office Can Help Fort Wright, KY Residents

AlphaMark Advisors is a trusted financial advisor located in Fort Wright, KY dedicated to helping clients achieve their financial goals. The firm offers comprehensive financial planning services to individuals, families, and businesses to help them navigate complex financial situations. AlphaMark Advisors understands that each client has unique needs and goals, and their team works closely with clients to create personalized financial plans that align with their goals and objectives. For individuals living in Fort Wright, KY, AlphaMark Advisors helps navigate a range of financial situations such as retirement planning, tax planning, estate planning, and investment management. With a comprehensive approach to financial planning, the firm helps clients assess their financial situations and prioritize their goals. AlphaMark Advisors helps clients create strategies to minimize taxes, build wealth, and protect their assets. The firm also provides education and guidance on various investment options, such as mutual funds, stocks, bonds, and more. Their team works with clients to develop a well-diversified investment portfolio to meet their long-term financial objectives. With a focus on client education and transparency, AlphaMark Advisors helps clients achieve financial success while providing peace of mind.

To view the Minimum Investment and Fee Schedule for Alphamark Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Alphamark Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Alphamark Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 810 Wright's Summit Pkwy #100, Fort Wright, KY 41011, USA
Phone (859) 957-1803
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 810 WRIGHT'S SUMMIT PARKWAY, SUITE 100, FT. WRIGHT, KY 41011, United States

This firm has no other locations.

State Registrations

Alphamark Advisors, LLC is registered to service clients in the following states:

  • Florida
  • Indiana
  • Kentucky
  • Louisiana
  • Ohio
  • Texas

Disciplinary History

Alphamark Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.