alpha plan wealth management™

ongoing wealth management for clients who have completed the alpha plan™

When we act as your Investment Advisor Representative, we also act as your Fiduciary.

We’re here to do what’s in your best interest. Period.

alpha plan wealth management™ clients will pay an annualized investment advisory fee assessed on assets under management consisting of an Annual Advisor Fee and an Annual Program Fee, in accordance with the following blended schedule:

  • First $250,000 = 1.25%

  • Next $250,000 = 1.10%

  • Next $500,000 = 1.00%

  • Next $500,000 = 0.90%

  • Next $1,000,000 = 0.85%

  • Over $2,500,000 = 0.60%

For PPS Select Portfolios this fee includes all portfolio costs and transaction fees but not the underlying mutual fund or ETF expense ratios. The maximum annual Program Fee and other costs may apply upon termination. Commonwealth reserves the right to charge a minimum fee of $35 ($8.75 quarterly), which may exceed the maximum Annual Program Fee percentage.

In addition to the annual management fee, PPS Custom Program clients may pay transaction charges, administrative charges, and miscellaneous account fees and charges, as described in the PPS Client Agreement and Commonwealth’s ADV Part 2A Brochure.

The maximum annual fee for certain account size and type may be negotiated.