Joseph Julian is a registered investment advisor at Altes Capital, LLC, based in New York, NY, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 12 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altes Capital charges a percentage of the assets they manage in their private funds. Some clients may also be charged a performance-based fee. The fees and account minimums are negotiable based on factors like size and responsibilities. Portfolio management fees are typically no more than 2% of the assets managed and are paid monthly. Altes imposes a minimum of $10,000,000 for personal accounts and $50,000,000 for institutional accounts (these minimums are negotiable and can be waived at our discretion).
Location
New York, NY
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Regulatory History (1)
Customer Dispute
November 2002Employment History
Current Registrations
Altes Capital, LLC
Previous Registrations
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State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.