Assets Under Management
$1.8B
Number of Clients
1,369
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$127.8M
Compensation
Fee-Only (AUM)
Alta Capital Management, established in 1981, offers quality growth investment strategies including Large Cap, All Cap, SMID, Quality Dividend Growth, Select, Emerging Markets, and Fundamental Global Equity. Fixed Income and Balanced portfolios are also available. They manage accounts directly and through financial advisory partners in wrap programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees are negotiable for amounts over $50,000,000.
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT, 84121