Alta Wealth Advisors offers portfolio management tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance assessment. They also provide pension consulting services, including guidance on asset classes, money manager recommendations, and plan monitoring. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. Educational seminars are also offered.
Assets Under Management$660M
Clients779
Advisors12
Avg. per Client$850K
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...