Altamira Financial Group, LLC (AFG) offers investment management and financial planning services to help clients achieve their financial goals. AFG manages investment accounts on a discretionary or non-discretionary basis, allocating assets among equities, ETFs, and mutual funds. Financial planning services cover various aspects of a client's financial picture, including estate, income tax, charitable giving, cash flow, and wealth transfer objectives. AFG also works with third-party investment managers and LPL Financial sponsored advisory programs.
Fee Structure
Altamira Financial Group charges a fee based on a percentage of the assets they manage in your account. This fee covers investment advice, trading, and account maintenance. The specific fee is agreed upon in your investment advisory agreement and may vary based on the size and complexity of your portfolio. The maximum annual advisory fee is 2.50%, which includes any third-party money manager fees and/or LPL program fees. Fees are billed quarterly in advance.