Alterna Wealth Management is a registered investment advisor located in Houston, Texas, with a branch office in San Antonio. The firm provides investment advisory and portfolio management services to individuals, high-net-worth individuals, trusts, estates, institutions, and charitable organizations, with a particular focus on clients residing in Latin America, primarily Mexico. Alterna Wealth Management designs and implements personal investment strategies using a global approach, continuous review, and asset allocation across cash, stocks, mutual funds, bonds, and structured notes. The firm offers both discretionary and non-discretionary portfolio management. In addition to standard asset-based advisory fees, Alterna Wealth Management may enter into arrangements with eligible clients that include performance-based fees. The firm is owned by Alterna Holdings, Inc., a subsidiary of Alterna Asesoria Internacional SAB de CV, and has affiliated entities including Alterna Securities, Inc. and Alterna Insurance Services, Inc.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual advisory fee is typically 1.25% of assets under management. Specific models/strategies offered by Alterna Wealth Management range from 1.00% to 2.00%, plus an annual 0.02% service fee. Fees are negotiable based on account size, services provided, related accounts, and household size. Certain eligible clients may also pay a performance-based fee of 10% to 20% of total portfolio return.