Niles Brancati
Niles Brancati is a registered investment advisor at Altamont Advisors LLC, based in Greenville, SC, with 16 years of industry experience. Niles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 81 clients with $34M 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 $100K | 1.00% |
| $100K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable, with the final decision determined by the Chief Compliance Officer.
Fee Estimator
Location
Greenville, SC
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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
Niles is the President and an independent licensed insurance agent at Marco Insurance Group, LLC, offering non-registered insurance products. This activity takes about 10% of his time.
Employment History
Current Registrations
Altamont Advisors LLC
Previous Registrations
Securities America Advisors, INC.
Dalton Strategic Investment Services INC.
State Registrations1 state
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.