Antun Domit
Antun Domit is a registered investment advisor at Alterna Wealth Management, INC., based in San Antonio, TX, with 12 years of industry experience. Antun is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,316 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual advisory fee is typically 1.25% of assets under management. Specific models/strategies offered by Alterna Wealth Management range from 1.00% to 2.00%, plus an annual 0.02% service fee. Fees are negotiable based on account size, services provided, related accounts, and household size. Certain eligible clients may also pay a performance-based fee of 10% to 20% of total portfolio return.
Fee Estimator
Location
19134 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2023Employment History
Current Registrations
Alterna Wealth Management, INC.
Alterna Securities, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations4 states
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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