Curtis Lingren is a registered investment advisor at Alta Capital Management LLC, based in Salt Lake City, UT, with 6 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,308 clients with $1.6B 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 - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees for amounts over $50,000,000 are negotiable. Standalone fixed income accounts have negotiable fees. Lower fee schedules apply for various wrap, UMA, and dual contract programs.
Fee Estimator
Location
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT, 84121
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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
Curtis is the single owner of Teton Research Group, LLC, an unclaimed property research and recovery service since 2021. He dedicates minimal time to this non-investment related business.
Employment History
Current Registrations
Alta Capital Management LLC
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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