Altere Financial provides financial planning, consulting, and investment management services to individuals. Financial planning covers retirement, budget, trust and estate, investment, insurance, tax, and education planning. Investment management includes discretionary or non-discretionary management of investment portfolios, often using independent investment managers. Altere Financial also offers a Model Wealth Portfolios program through LPL Financial.
Assets Under Management$55M
Clients37
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Altere Financial may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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