Hooman Altafi is a registered investment advisor at Alta Financial Group, based in Campbell, CA, with 18 years of industry experience. Hooman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 12 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum annual fee of $10,000, which may be negotiable for clients with less than $1 million under management. For employer-sponsored retirement plans, the advisory fee is 0.50% annually, and the minimum fee for new clients is waived.
Fee Estimator
Location
51 E. Campbell Ave, 129-923, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hooman is a co-founder of Seven Media Group, Inc., a real estate broker, a mortgage loan broker with Premier Lending, Inc., and an insurance broker with Star, LLC.
Employment History
Current Registrations
Alta Financial Group
Previous Registrations
VALIC Financial Advisors, INC.
Alta Financial Group
State Registrations1 state
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