Alta Via Capital provides investment management services to individuals, high net worth individuals, and pension plans. They offer various investment strategies and may act as a sub-advisor to other investment advisors. They also provide services to qualified retirement plans, acting as a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) Investment Manager. Investment strategies are tailored to client goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$110M
Clients136
Advisors3
Avg. per Client$790K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Alta Via Capital charges an annual fee based on the investment strategy selected. The fee is negotiable based on various criteria. Fees are billed quarterly based on the amount of assets managed.
Strategies and their annual fees:
- Corporate Confidence Strategy: 1%
- Small Cap Growth: 1%
- Small/Mid Cap Growth: 1%
- Large Cap Growth: 1%
- Concentrated Equity Growth: 2%
- All-Cap Growth: 1%
- Large Cap Dividend: 1%
- Custom/Asset Allocation: 1%
Loading...