Roberta Newhouse is a registered investment advisor at Alturas Wealth Management, LLC, based in Eagle, ID, with 19 years of industry experience. Roberta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 61 clients with $47M 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 | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Annual fee may be negotiable based on various factors. Household account values are aggregated to determine fee tiers.
Fee Estimator
Location
Eagle, ID
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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
Roberta is a member of Newhouse Properties LLC and Newhouse Investment Company LLC, both formed to purchase and hold rental properties. She is also a member with 50% ownership in Alturas CPA Services, LLC, a certified public accounting firm, taking about a quarter of her time, and an advisory board member for the University of Idaho College of Business & Economics, dedicating minimal time.
Employment History
Current Registrations
Alturas Wealth Management, LLC
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 states
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