Altfest Personal Wealth Management
Assets Under Management
$1.6B
Number of Clients
688
Number of Advisors
16
Average Client AUM
$2.4M
AUM per Advisor
$101.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Altfest manages tailored investment portfolios and offers financial planning on retirement, cash flow, and estate planning. They also manage pooled investment vehicles. For ERISA plans, they offer 3(21) and 3(38) fiduciary services. Client accounts are managed on a discretionary basis.
Fee Structure
Minimum Investment:$1M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $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
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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Location
445 Park Avenue, 6th Floor, New York, NY, 10022
