Altura Private Wealth LLC is a registered investment advisor based in Centerville, Utah, offering discretionary and non-discretionary portfolio management, financial consulting, and selection of other investment managers. Altura tailors its services to individual client needs, risk tolerances, and investment objectives. The firm utilizes various investment strategies including charting, technical, fundamental, and cyclical analysis, alongside modern portfolio theory. In addition to managing traditional investment portfolios containing stocks, bonds, mutual funds, and exchange-traded funds, Altura provides advice on alternatives such as options, non-traded real estate investment trusts, private placements, and structured notes. The firm also assists with retirement planning, IRA rollovers, and maintains affiliations with related accounting and insurance entities to provide comprehensive financial services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiable and range from 0.0% to 2.0% of total assets depending on account size, family accounts, investment goals, and complexity.