Altfest Personal Wealth Management provides continuous investment management and comprehensive financial planning for individuals, families, and business owners. Altfest develops customized investment strategies based on each client's specific goals, risk tolerance, time horizon, and liquidity needs. The firm manages portfolios on a discretionary basis, meaning they make investment trades on behalf of the client without needing approval for every single transaction. In addition to standard portfolio management, Altfest offers specialized services including retirement planning, cash flow and debt management, estate planning, college savings strategies, and federal retirement plan consulting. The firm also manages private pooled investment vehicles, including real estate and alternative value funds, for eligible clients. Altfest emphasizes personalized service and tailors its approach to align with each client's unique financial situation and long-term objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Portfolios under $2,000,000 have an additional minimum advisory fee equivalent to 0.10% per year. Fees may be negotiable in certain circumstances.
