AltruVista LLC is a registered investment advisor based in Houston, Texas, that operates primarily as a solicitor. Instead of directly managing client investments, AltruVista connects clients with unaffiliated registered investment advisors, such as Sequoia Financial Advisors, who handle portfolio management and individual suitability. AltruVista receives a portion of the ongoing management fees charged by these third-party advisors for as long as the client remains with them. Additionally, associated individuals may be licensed as insurance agents or registered representatives with a broker-dealer, earning separate commissions from the sale of legacy investment products or insurance. AltruVista primarily serves high-net-worth individuals and business owners.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.