Alteri Wealth provides investment management services on a discretionary or non-discretionary basis to individuals, families, and entities. Financial planning is included with investment management and covers retirement, education, estate, tax, and insurance needs. Alteri invests in individual stocks and bonds, exchange traded funds (ETFs), mutual funds, REITs, variable annuities, private funds/alternative investments, and closed-end funds. Alteri may recommend unaffiliated money managers to clients.
Fee Structure
Alteri Wealth charges an annual advisory fee that is agreed upon with each client, up to a maximum of 1.5% per year. The fee includes financial planning services. Alteri may also recommend external money managers, whose fees are paid by Alteri unless otherwise agreed upon with the client.