InAltis Capital Management provides investment management, portfolio consulting, and financial planning services. Investment management is offered through managed accounts synchronized to model portfolios. InAltis is a fee-only firm and does not sell financial products or accept commissions. Clients maintain control of their assets, and InAltis may place trades under a limited power of attorney.
Assets Under Management$38M
Clients28
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.45% |
| $5.0M - $7.5M | 1.39% |
| $7.5M - $10.0M | 1.32% |
| $10M+ | 1.24% |
Fees are non-negotiable unless warranted by certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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