Benjamin Altman is a registered investment advisor at Altman Advisors, based in Chicago, IL, with 21 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 183 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altman Advisors manages investments through wrap fee programs, where you pay a single fee covering advisory services and transaction costs. The annual investment management fee ranges from 0.50% to 1.50% of your account value. The exact fee is negotiable and depends on the services you receive and the amount of assets in your account. Financial planning is included in the Wrap Family Office Services, but is a separate fee for the Wrap Asset Management Service.
Location
233 S Wacker Dr., Suite 9750, Chicago, IL, 60606
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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 →Other Business ActivitiesSells Insurance
Benjamin is the Chief Executive Officer & Senior Portfolio Manager at Altman Advisors, dedicating full-time hours to financial services. He also works as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. and is a broker of fixed insurance, spending minimal time on this activity.
Employment History
Current Registrations
Altman Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.