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Eric Walter

Altfest Personal Wealth Management
24 Years of Experience
New York, NY
View SEC Summary
View SEC Summary

Eric Walter is a registered investment advisor at Altfest Personal Wealth Management, based in New York, NY, with 24 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 695 clients with $1.8B in assets under management.

Altfest Personal Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
695 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $6.0M0.75%
$6M+0.50%

Portfolios under $2,000,000 have an additional minimum advisory fee equivalent to 0.10% per year. Fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

445 Park Avenue, 6th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Altfest Personal Wealth Management
September 2025 - Present · 1 yr 1 mo
Previous Registrations
UBS Financial Services INC.
April 2017 - September 2023 · 6 yrs 5 mos
UBS Financial Services INC.Broker
November 2016 - September 2023 · 6 yrs 10 mos
UBS Financial Services INC.Broker
July 2013 - June 2016 · 2 yrs 11 mos
UBS Securities LLCBroker
June 2006 - November 2013 · 7 yrs 5 mos
UBS Financial Services INC.Broker
May 2004 - June 2006 · 2 yrs 1 mo
Wachovia Securities, LLCBroker
July 2003 - February 2004 · 7 mos
Prudential Securities IncorporatedBroker
October 1999 - July 2003 · 3 yrs 9 mos
State Registrations3 states
NJNYPA
Advisor

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.

Exams
No exam information available for this advisor.
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