Melissa Lowther is a registered investment advisor at Alturas Wealth Management, LLC, based in Eagle, ID, with 8 years of industry experience. Melissa 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
Melissa is a member with 50% ownership in Alturas CPA Services, LLC, a certified public accounting firm, dedicating about a quarter of her time. She also serves on the board of directors for Boise LPGA Amateur Golf Assoc. and as an Executive Board Member for the University of Idaho Alumni Association, and as a board member/treasurer for XI House Corporation of Gamma Phi Beta, spending minimal time on each.
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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