Altanes Investments, LLC

Fee-Only (% of Portfolio)

Altanes Investments provides continuous investment advice based on individual client needs. They develop a personal investment policy and manage a portfolio based on that policy. Altanes manages accounts on a discretionary basis, considering client objectives, time horizons, risk tolerance, and liquidity needs. Investment recommendations include individual equities. A minimum of $1 million of assets under management is required, but this may be negotiable.

Assets Under Management$23M
Clients20
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$23M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm