Alta Financial Group offers investment management services, including developing investment policies, implementing recommendations, and managing client investments. Financial planning is offered to investment management clients at no additional charge. Alta tailors portfolios based on risk tolerance, time horizon, liquidity needs, and tax situation. Alta manages most client accounts on a discretionary basis.
Assets Under Management$6M
Clients12
Advisors1
Avg. per Client$500K
Avg. per Advisor$6M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum annual fee of $10,000, which may be negotiable for clients with less than $1 million under management. For employer-sponsored retirement plans, the advisory fee is 0.50% annually, and the minimum fee for new clients is waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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