Lily Arteaga is a registered investment advisor at Alti Wealth Management (US International), INC., based in Coral Gables, FL, with 6 years of industry experience. Lily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 37 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM charges a management fee based on a percentage of the value of the assets they manage, up to 1.00% per year. The fee is negotiable and depends on factors like the types of assets, complexity, size of the portfolio, and services provided. In some cases, the fee may be a percentage of assets plus a performance fee. Fees are assessed quarterly, in arrears, based on the average daily balance of the account.
Location
2811 Ponce De Leon Blvd., Suite 520, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alti Wealth Management (US International), INC.
Previous Registrations
Alvarium Investment Managers (US), LLC
State Registrations1 state
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