Michael Santarelli is a registered investment advisor at Altman Advisors, based in Chicago, IL, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 183 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Altman Advisors manages investments through wrap fee programs, where you pay a single fee covering advisory services and transaction costs. The annual investment management fee ranges from 0.50% to 1.50% of your account value. The exact fee is negotiable and depends on the services you receive and the amount of assets in your account. Financial planning is included in the Wrap Family Office Services, but is a separate fee for the Wrap Asset Management Service.
Location
233 S Wacker Dr., Suite 9750, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a general partner at SCV Capital, LLC, making investment decisions for small cap value and large cap core public equity investments since May 2021. This requires minimal time.
Employment History
Current Registrations
Altman Advisors
State Registrations1 state
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