Elizabeth Mihalka
Elizabeth Mihalka is a CFA-designated registered investment advisor at Altamont Wealth Management, INC., based in Livermore, CA, with 17 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 39 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees may be negotiable under unusual circumstances.
Fee Estimator
Location
486 South K Street, Livermore, CA, 94550
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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 Activities
Elizabeth co-owns rental property with her husband since 2004. She spends minimal time managing the property.
Employment History
Current Registrations
Altamont Wealth Management, INC.
State Registrations1 state
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