Altamont Advisors offers financial planning services covering cash flow, debt management, education funding, retirement, risk management, estate, and tax planning. They also provide ongoing investment management services, tailoring strategies to individual client needs and risk profiles. Altamont Advisors may recommend sub-advisors to manage client portfolios.
Assets Under Management$34M
Clients81
Advisors2
Avg. per Client$420K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable, with the final decision determined by the Chief Compliance Officer.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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