Alta Strada Wealth Management offers investment management services tailored to individual client needs, focusing on stocks, bonds, mutual funds, and ETFs. They also provide financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on an ongoing or project basis. They also offer estate planning services through a partnership with Wealth, Inc. and fee-based annuities.
Assets Under Management$53M
Clients54
Advisors2
Avg. per Client$980K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $15.0M | 0.65% |
| $15M+ | 0.45% |
Fees are negotiable. For legacy clients, the fee is a fixed percentage of assets under management not to exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...