Connect with a financial advisor to support your needs

Partner with our team of experts for hands-on guidance backed by AlphaX Management Asset’s technology. With our advice options, you can bring clarity and confidence to your financial life.

Personalized financial planning and ongoing guidance with Premium.

0.40% annual fee l $100,000 minimum balance to qualify

With this option, you’ll receive:

Unlimited support from our CERTIFIED FINANCIAL PLANNER™ professionals
A customized plan covering investing, tax strategies, retirement savings, and more
A team of experts at the ready to answer any financial questions

A Certified Financial Planner virtually says let’s look at adjusting your portfolio to a customer who is sitting on a chair with a laptop.

Free one-time support to help you with your setup.

No fee l $20,000 minimum amount eligible for transfer

With this option, you’ll receive:

A conversation with a financial advisor from our team dedicated* to helping you set up your goals and see if AlphaX Management Asset is right for you
Help with setting up your account to meet your financial goals
Guidance on easily transferring money to AlphaX Management Asset

*AlphaX Trade's Licensed Concierge Team offers support for individuals transferring assets to AlphaX Trade of $20,000 or more, and receives incentive compensation based on assets brought to or invested with AlphaX Management Asset. AlphaX Management Asset’s revenue varies for different offerings (e.g., AlphaX Management Asset Digital and Premium, Cash Reserve) and consequently Team members have an incentive to recommend the offering which results in the greatest revenue for AlphaX Management Asset. The marketing and solicitation activities of these individuals are supervised by AlphaX Trade to ensure that these individuals act in the client’s best interest.

Financial expertise you can trust.

As a fiduciary, AlphaX Management Asset is required to focus on your best interests. That extends to our financial advice. We offer guidance to help you make the most of your money and build a better life.