Antun Domit is a registered investment advisor at Alterna Wealth Management, INC., based in San Antonio, TX, with 11 years of industry experience. Antun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,285 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual advisory fee is typically 1.25% of assets under management, but is negotiable based on factors such as account size, services provided, related accounts, and household size. The standard fees for models/strategies offered by Alterna Wealth range from 1.00%-2.00%. Accounts invested in one of these strategies are also subject to an annual 0.02% Service Fee on assets under management.
Fee Estimator
Location
19134 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2023Employment History
Current Registrations
Alterna Wealth Management, INC.
Alterna Securities, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations4 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.