Altum Wealth Advisors provides investment advice and financial planning to individuals and other clients. Altum creates tailored investment portfolios and offers financial planning services covering retirement, estate, tax, and education planning. Altum aims to understand client goals and educate them about the investment process.
Assets Under Management$120M
Clients237
Advisors2
Avg. per Client$520K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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