Alti Wealth Management (US International), INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$690M
Clients37
Advisors3
Avg. per Client$19M
Avg. per Advisor$230M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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.

Fee Estimator
Your Portfolio Value
$500K
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Location

3 Advisors at this firm

Alti Wealth Management (US International), INC. - Fees, AUM & Advisors | TrueAdvisor