Elizabeth Mihalka
Elizabeth Mihalka is a CFA-designated registered investment advisor at Altamont Wealth Management, INC., based in Livermore, CA, with 17 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 37 clients with $180M 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 - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees may be negotiable under unusual circumstances. Clients also pay a one-time setup fee of $1,000 to $2,000.
Fee Estimator
Location
486 South K Street, Livermore, CA, 94550
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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 Activities
Elizabeth co-owns rental property with her husband since 2004. She spends minimal time managing the property.
Employment History
Current Registrations
Altamont Wealth Management, 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.
Exams
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