Altman Sacks Corporation (ASC) provides investment advice to individuals and small businesses. ASC offers investment supervisory services and portfolio management services. Investment supervisory services involve ongoing management of your account, either with or without ASC having the authority to make trades without your permission. Portfolio management services are provided on an hourly basis and involve monitoring and reporting on your investments. ASC also offers retirement and pension consulting services and can help select other investment advisors.
Fee Structure
ASC offers investment supervisory services where they manage your investments for a fee based on a percentage of the value of your account. The annual fee ranges from 1% to 2% depending on the size of your account. This fee is calculated at the beginning of each quarter. There is also a one-time set-up fee that ranges from $250 to $2,000 for non-retirement accounts and is $2,000 for retirement or trust accounts.
ASC also offers portfolio management services where they monitor, analyze, and report on your investments for an hourly fee not to exceed $300 per hour.