Altamont Capital Management, based in Asheville, NC, offers investment advice and manages portfolios for individuals, families, and institutions. Services include reviewing client goals, recommending asset allocation strategies, and preparing written investment strategies. Altamont also contracts with Savant Wealth Management for portfolio management, trade processing, and research.
Assets Under Management$410M
Clients163
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10M+ | 0.60% |
Fees include Savant Wealth Management's fees, which range from 0.50% to 0.30% depending on the account value. Fees are negotiable and may be waived in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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