Altitude Capital Management (ACM) offers investment advice tailored to clients' needs, including asset allocation strategies for investments like stocks, bonds, and mutual funds. ACM also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. ACM offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$49M
Clients295
Advisors26
Avg. per Client$170K
Avg. per Advisor$1.9M
Fee Structure
Investment management only (planning not offered)
Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.
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Location
26 Advisors at this firm
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