Altimeter Wealth provides ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. Altimeter creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels). Altimeter may allocate client investment assets to third-party money managers. Altimeter may serve as a model provider to third-party investment adviser and broker-dealer firms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable. Certain model portfolios utilized for client assets, or recommended by a representative of Altimeter may include a model portfolio for which a Altimeter Portfolio Manager receives separate compensation (100 basis points) for managing. Client assets that are allocated into such portfolio(s) may result in the client paying higher fees than the client otherwise would pay if the assets were allocated into portfolios or investments not created and managed by a Altimeter Portfolio Manager. The firm can utilize a third party to assist the firm with certain of its model portfolios. There is a fee of 37 basis points that is paid to such third party, which is assessed based upon the number of assets allocated to such model portfolios. As discussed above, client assets that are allocated into such portfolio(s) may result in the client paying higher fees than the client otherwise would pay if the assets were not allocated into such portfolios.