Althum Advisors manages investment portfolios and provides personalized investment advisory services for high-net-worth individuals, families, trusts, and corporations. Althum Advisors helps clients define investment objectives and designs individualized strategies with unique asset allocations across traditional and alternative investments, including bonds, exchange-traded funds, equities, private equity, real estate funds, and hedge funds. Services are provided on both a discretionary and non-discretionary basis. Althum Advisors also coordinates non-advisory services such as legal representation recommendations, strategic business planning, wealth transfer planning, estate planning, and reporting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $200.0M | 0.45% |
| $200M+ | 0.35% |
Fees are negotiable based on the types of assets included in your portfolio, portfolio complexity and size, and your objectives.