TrueAdvisor
TrueAdvisor
JG
JG
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Altfest Personal Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
688 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $6.0M0.75%
$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 and have been negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Bay Harbor Island, FL

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History

Regulatory History (1)
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Financial
February 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Altfest Personal Wealth Management
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.