Table of Fees for Services[1]

Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure contain important details about Alternative Capitalis, LLC advisory services and fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

[1] Effective November 25, 2020

[2] Assets Under Management Fee for Pension consulting services is a tiered fee as follows with the first $0 - $499,999.99 at 0.85%, next $500,000 - $999,999 at 0.75%, and $1,000,000 – And Up at 0.40%.  There is a minimum fee of $4,000.00 per annum for pension consulting services, which may be negotiable.   See Item 5.A “Asset-Based Fees for Pension Consulting,” of IA’s Brochure for further information.

[3] Insurance products offered by an investment adviser representative (“IAR”) in the IAR’s outside business activities, which are not charged by the Investment Adviser (“IA”).  Insurance commissions paid to IAR vary depending on the specific insurance product.  The IA receives no portion of these commissions. See Item 10.C of IA’s Brochure for further information.