AlTi Wealth Management (US International), Inc. offers comprehensive investment advisory services, including investment strategy, asset allocation, investment manager selection, and performance reporting. The firm manages portfolios on both a discretionary and non-discretionary basis. AlTi Wealth Management helps clients establish investment objectives and risk tolerances, building portfolios across traditional asset classes, exchange-traded funds, options, private equity, hedge funds, and direct debt opportunities. The firm also coordinates non-advisory services such as legal coordination, wealth transfer planning, estate planning, and multi-generational education planning. AlTi Wealth Management primarily serves high-net-worth individuals, families, trusts, and foundations.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees are up to 1.00% per annum, calculated on the average daily balance and billed quarterly in arrears. Fees are negotiable and may include performance-based fees for qualified clients.