Alvista Wealth Consulting provides investment management and advisory services to help clients meet their financial goals. Alvista works with clients to develop a customized investment policy and manages a diversified investment portfolio based on their objectives and risk tolerance. Alvista manages assets on a discretionary basis and consults on estate, tax, and charitable giving objectives. Clients may include individuals, families, trusts, and foundations.
Assets Under Management$20M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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 fee guide.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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