Altura Wealth Advisors offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Altura Wealth Advisors creates customized investment portfolios using model portfolios consisting primarily of exchange-traded funds and low-cost, diversified mutual funds. The firm also provides financial planning services, including investment planning, retirement planning, personal savings, education savings, and insurance needs. They may also refer clients to other specialists like accountants or attorneys.
Assets Under Management$230M
Clients261
Advisors3
Avg. per Client$900K
Avg. per Advisor$78M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...