Altair Advisers offers investment and financial planning services, including investment policy creation, asset allocation advice, investment manager due diligence, and portfolio management. They also provide performance reporting, capital sufficiency analysis, and cash flow management. Altair develops an investment strategy based on clients' financial goals, considering retirement planning, tax planning, education funding, and estate planning. They invest client assets with third-party investment managers, mutual funds, ETFs, private investments, and derivatives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.10% |
Altair has had other fee schedules in effect during the time it has been in business that could be lower or higher than those outlined above. Based on the fee schedule in effect at the time of engagement and the size of a particular account, Altair clients will probably pay different fees. Altair imposes a minimum annual fee of $50,000 which increases by 3% every four quarters. This minimum will be reduced under certain limited circumstances and/or certain long-time clients are “grandfathered” under a prior fee arrangement.