Stephen Altman
Stephen Altman is a registered investment advisor at True Private Wealth Advisors, LLC, based in Salem, OR, with 29 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,490 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPWA offers a managed account solution where they make investment decisions for you. The annual advisory fee will not exceed 2.25% of your portfolio's value, charged quarterly in advance. There is also a platform fee that will not exceed 0.25% annually, also charged quarterly in advance. TPWA's representatives have the option to offer a flat fee rate for smaller accounts.
Location
1781 Liberty Street Se, Suite 200, Salem, OR, 97302
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Stephen is an agent for Pinnacle Insurance & Financial Services selling fixed insurance products, dedicating minimal time. He also has ownership in 1781 Liberty, LLC, sits on the boards of Salem Health Foundation, Family Building Blocks, and Trysting Tree Foundation.
Employment History
Current Registrations
True Private Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.