Alphaengine Global Investment Solution LLC

CRD#143002
Investment Advisor Firm

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Overview

Alphaengine Global Investment Solution LLC is a financial advisor company based in Plano, Texas. The firm controls $2.6 billion in total assets throughout five accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). It has a small group, including 4 financial advisors. Alphaengine Global Investment Solution LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like options, equities and bonds.

Alphaengine Global Investment Solution LLC oversees the majority of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without needing client permission. Alphaengine Global Investment Solution LLC also manages two non-discretionary accounts with a total of $1.4 billion in assets under management. The company oversees roughly $516.0 million in assets for every customer account. The typical advisor at Alphaengine Global Investment Solution LLC administers around one client account, placing it among the most individualized firms in the country.

Alphaengine Global Investment Solution LLC's central office is located at 5600 Tennyson Parkway, Plano, Texas 75024-7181. It is legally allowed to serve customers in the state of Texas.

Assets Under Management

$2.6 billion

Number of Advisors

4

Disclosures

No

Office Location

5600 Tennyson Parkway
Plano, TX 75024-7181

Alphaengine Global Investment Solution LLC by the Numbers

Total Assets Under Management

$2.6 billion

National Average: $8.6 billion
Total Number of Employees

4

National Average: 64
Total Number of Accounts

5

National Average: 375,227
Average Account Size

$516.0 million

National Average: $23.0 thousand
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Fee Structure

Fees for financial management usually vary depending on which service is offered. However, fee types charged by the firm likely consist of any combination of the following fee structures: asset-based, performance-based or other. Alphaengine Global Investment Solution LLC does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

Alphaengine Global Investment Solution LLC works with pension plans, state or municipal government entities and insurance companies. Out of its five accounts, Alphaengine Global Investment Solution LLC's biggest client type is pension plans. None of its accounts are non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Alphaengine Global Investment Solution LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Alphaengine Global Investment Solution LLC

Sanjay Muralidhar
Plano, TX

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