Alpine Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,727,899
Total clients
41
56% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$1,261,656
About
Alpine Asset Management is a small independent advisory firm that serves individuals and high‑net‑worth clients as well as pension and profit‑sharing plans and business entities. The firm offers ongoing investment management and personalized financial planning services, including single‑topic projects and comprehensive plans, and discloses that the principal also provides tax return preparation as a separate activity.
The firm combines passive and active strategies, constructing portfolios from low‑cost mutual funds and ETFs with selective individual stocks and bonds, applying fundamental analysis, a long‑term holding approach, periodic rebalancing, and tax‑loss harvesting. Investment advice and portfolio construction are tailored to each client’s objectives, risk tolerance, and time horizon, and the adviser may manage accounts on a discretionary or non‑discretionary basis.
Noteworthy features compared with many peer independent advisers include working with pension and profit‑sharing plans—a client type less commonly served by solo advisers—and the use of fixed, flat advisory and project fees as the firm’s primary billing approach rather than relying solely on percentage‑of‑AUM charges. The firm operates on a fee‑only basis and the principal holds CFA, CFP and Enrolled Agent credentials, enabling integrated investment, planning, and tax expertise that may be atypical for a firm of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Tax-loss harvesting
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Fixed fee for financial planning projects ranging from $2,000 to $10,000 based on complexity and time required
Minimum fee: Flat advisory fee generally between $4,800 and $8,000 per calendar year, paid quarterly ($1,200 - $2,000 per quarter) Fee-only: Fee-only advisory firm; no commissions or other compensation from sale of securities or products
Main office location
Alpine Asset Management
295 Us Hwy 50, Suite 12
Zephyr Cove NV 89448, United States
Number of offices
1
Most active in
Alpine Asset Management has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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