Altar Rock LLC offers portfolio management and financial planning services to wealthy clients. The firm focuses on "Structural Alpha," which involves growing after-tax wealth by leveraging opportunities within the tax code and the client's situation. Altar Rock uses a wealth allocation framework and a proprietary Global Path Simulator (GPS) to tailor strategies to each client's specific goals and market outlook. They offer both discretionary and non-discretionary asset management.
Assets Under Management$140M
Clients21
Advisors5
Avg. per Client$6.7M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $30.0M | 0.75% |
| $30.0M - $150.0M | 0.50% |
| $150.0M - $500.0M | 0.35% |
| $500.0M - $1000.0M | 0.25% |
| $1000M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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