Alturas Wealth Management provides investment management services where they create and manage a portfolio tailored to your needs, including stocks, bonds, ETFs, and other securities. They also offer financial planning and consulting services covering retirement, succession, education, legacy, insurance, investment, budget, tax, major purchase, debt management, business exit planning, and cash flow analysis.
Assets Under Management$47M
Clients61
Advisors2
Avg. per Client$770K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Annual fee may be negotiable based on various factors. Household account values are aggregated to determine fee tiers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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