Altos Financial Management (AFM) manages investment portfolios for clients using a limited trading authorization. AFM does not have custody of client funds; accounts are held by third-party custodians like Charles Schwab and Fidelity. AFM also offers investment-related research and services billed hourly, including retirement planning projections.
Assets Under Management$32M
Clients45
Advisors2
Avg. per Client$720K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The minimum fee for new clients is $1,250 per year, but in no circumstance will the fee exceed 3% of assets under management. Fees are negotiable and some clients pay quarterly advisory fees in arrears.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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