Alta Advisors LLC offers portfolio management and pension consulting services tailored to individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Alta Advisors generally limits its investment advice to mutual funds, equities, bonds, fixed income, and debt securities.
Assets Under Management$22M
Clients8
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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