Altura Wealth Advisors provides investment management services through separately managed accounts, tailoring portfolios to individual client needs. They also offer financial planning services covering retirement, estate, college, debt, and risk management. Altura may recommend real estate loan originations, refinancing, fixed annuities, and other insurance products through an affiliated insurance agency, J.R. Financial & Insurance Services. Clients can impose restrictions on investments, but Altura reserves the right to end the relationship if restrictions prevent proper servicing.
Assets Under Management$170M
Clients400
Advisors4
Avg. per Client$420K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Management Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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