Altamont Wealth Management manages investment portfolios using mutual funds and ETFs. They create portfolios based on your financial situation and goals, monitoring and rebalancing as needed. Altamont also offers hourly financial advice on topics like estate planning, investments, education planning, and retirement planning.
Assets Under Management$170M
Clients39
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees may be negotiable under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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