Investment Management and Advisory

Financial Planning & Investment Advisory

We offer independent financial planning and investment advisory services to help clients make informed financial decisions:

📌 One-Time Planning Engagements – A structured action plan covering tax strategies, budgeting, cash flow analysis and investment allocations starting from an advisory fee of $1,500.

📌 Ongoing Monthly Planning – Comprehensive financial planning and action plan with continuous monitoring and oversight for any significant changes and milestones starting from an advisory fee of $150/per month.

📌 Standalone 401(k) & Held-Away Asset Advisory – Professional, fee-only guidance on optimizing asset allocation of employer-sponsored retirement accounts and other tax advantaged accounts for advisory fee of $550.

Service Lite Solution

For investors who want a professional investment management without additional advisory services.

💰 0.90% annual management fee (min. $450 per year).

💰 0.75% annual management fee (min. $300 per year) for young investors < 30 years of age.

✅ Access to Alamut Capital’s core active risk managed investment strategies.

✅ Direct access to Portfolio Manager via email and one to one meeting once a year.

✅ Hands-off, cost-effective portfolio management.

❌ No Advisory fees.

❌ No financial planning or tax consulting included.

Essential Service Model

Service Tiered Portfolio Management

For investors seeking direct access to a portfolio manager, customization, and advanced tax and financial planning services.

Emerging Investor Tier ($50K – $1M AUM)

💰 Bundled Fees: 1.75% to 1.10% annual fees (scales down as AUM increases).

Designed for individuals growing their wealth and seeking an active, structured professional approach to investing.

✅ Customized exposure to Alamut Capital’s Managed strategies.

✅ Personalized Advisory for risk assessment and goal setting.

✅ Direct Portfolio Manager access (frequency increases with AUM).

✅ Periodic Performance review with Portfolio Manager.

✅ Underperformance Fee refund of 0.25%.

✅ Loyalty and Referral rewards of 0.10% to 0.50% in fees.

✅ Select access to custom investment strategies beyond our core strategies.

✅ Tax-Loss Harvesting to optimize after-tax returns for higher AUM.

✅ Tax Consultation & CPA Filing for enhanced tax efficiency for higher AUM.

Seasoned Investor Tier ($1M+ AUM)

💰 Bundled Fees: 0.90% to 0.50% annual fees (scales down as AUM increases).

Designed for high-net-worth individuals seeking institutional-level investment strategies and deeper financial planning support and services.

✅ Includes all the services of Emerging Investor tier.

✅ Full customization & access to all hedge fund strategies.

✅ Consolidated Customized Performance reporting.

✅ Comprehensive Financial Planning.

✅ Advanced Tax Consulting & CPA Filing.

✅ Frequent Portfolio Manager discussions & private strategy sessions.

✅ Exclusive Market Commentary & Strategic Insights.

Service Lite Bundled Solution

For investors looking to experience best of both worlds but at an affordable fees, we bring our bundled solution with service lite approach.

✅Access to Service lite solution plus comprehensive financial planning.

💰 Reduced annual management fees @ 0.60% plus $100/per month for individuals, $150/per month for couples and $200/per month for family, complex financial structure and businesses.

Premium Service Model