KA
CFP
KA
CFP

Karen Caplan Altfest

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
688 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $6.0M0.75%
$6M+0.50%

For portfolios below $2,000,000, there will be a minimum advisory fee administered equivalent to one tenth of one percent (.10) in addition to the fee schedule above. Fees can be and have been negotiated.

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

KA
Karen Caplan Altfest

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
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Altfest L J & CO INC
May 2003 - December 2003 · 7 mos
Altfest Personal Wealth Management
August 1995 - August 1995 · 0 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Additional Information

Recognition for Altfest Personal Wealth Management

KA
Contact
Karen Caplan Altfest
Karen Caplan Altfest - Financial Advisor | TrueAdvisor