Alvista Wealth Consulting manages investment portfolios and provides financial advisory services for individuals, families, trusts, and foundations. Founded in 2012 and led by Chartered Financial Analyst James L. Liddy, the firm builds customized investment portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. Alvista Wealth Consulting evaluates each client's financial situation, goals, and risk tolerance to create a personalized investment strategy, while also consulting on estate planning, tax strategies, and charitable giving. Portfolios are managed with the authority to make trades without asking first, based on agreed-upon guidelines. Alvista Wealth Consulting typically requires a minimum of $500,000 in investable assets to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.20% |
Fees are negotiable and may be higher or lower than the stated guide.