Kurt Altrichter is a registered investment advisor at Life, INC. Retirement Services, based in Saint Paul, MN, with 9 years of industry experience. Kurt 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, Investment Management, and 2 more. Their firm serves 321 clients with $100M 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 $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.05% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Saint Paul, MN
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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
Kurt is the Board Treasurer for the Saint Thomas Academy Alumni Association, dedicating minimal time. He also serves as an Infantry Officer in the Army National Guard, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Life, INC. Retirement Services
Previous Registrations
Heritage Wealth Architects, INC.
Highmark Wealth Management LLC
State Registrations3 states
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