Lewis Altfest is a CFA, CFP, PFS-designated registered investment advisor at Altfest Personal Wealth Management, based in New York, NY, with 14 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 695 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
For portfolios below $2,000,000, there will be a minimum advisory fee administered equivalent to one tenth of one percent (.10) in addition to the fee schedule above. Fees can be negotiated.
Fee Estimator
Contact
Lewis Altfest
Location
445 Park Avenue, 6th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Altfest Personal Wealth Management
Previous Registrations
Altfest L J & CO INC
State Registrations1 state
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.
Exams
Additional Information
A founding member of the National Association of Personal Financial Advisors (NAPFA), Lew Altfest has served on its Board of Directors. He was selected as one of NAPFA’s 30 Most Influential in 2013. He also is a member of the Financial Planning Association (FPA), Academy of Financial Services, Financial Management Association, American Finance Association, American Institute of Certified Public Accountants (AICPA) and the New York Society of Security Analysts.