Alteris Capital Partners offers investment advice to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. Alteris provides customized investment solutions, financial planning, and business consulting services. Investment strategies are primarily long-term focused, using low-cost, diversified mutual funds and exchange-traded funds.
Assets Under Management$140M
Clients88
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$47M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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