Alta Capital Management is an investment firm that manages equity, fixed income, and balanced portfolios. They use a quality growth investment approach. Alta Capital offers services directly to institutional and private investors, as well as through financial advisory partners in wrap programs. In some cases, Alta Capital offers financial planning services at no additional fee.
Fee Structure
Alta Capital's fees for investment management vary depending on the strategy and the amount invested. Here's a summary of the annual fees for retail clients invested directly with Alta Capital:
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Large Cap Quality Growth, Select, Quality Dividend Growth, Global Dividend, Quality Dividend Enhanced Income:
- First $1,000,000: 1.00%
- Next $4,000,000: 0.90%
- Next $5,000,000: 0.70%
- Next $15,000,000: 0.60%
- Next $25,000,000: 0.50%
- Excess over $50,000,000: Negotiable
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All-Cap Quality Growth, International Equity Select:
- First $1,000,000: 1.00%
- Next $4,000,000: 0.90%
- Next $5,000,000: 0.80%
- Next $15,000,000: 0.70%
- Next $25,000,000: 0.60%
- Excess over $50,000,000: Negotiable
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Balanced:
- First $1,000,000: 1.00%
- Next $4,000,000: 0.90%
- Next $5,000,000: 0.70%
- Next $15,000,000: 0.60%
- Next $25,000,000: 0.50%
- Excess over $50,000,000: Negotiable
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Fixed Income:
- First $1,000,000: 0.50%
- Next $4,000,000: 0.45%
- Next $5,000,000: 0.40%
- Excess over $10,000,000: Negotiable
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SMID Quality:
- First $5 million: 1.00%
- Next $5 million: 0.80%
- Next $15 million: 0.70%
- More than $25 million: Negotiable
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Emerging Markets, Fundamental Global Equity: 1.00% flat fee
These fees are billed quarterly and are based on the value of your investments.