Altfest Personal Wealth Management manages investment portfolios and offers financial planning services. They tailor investment strategies to each client's needs, considering their goals, risk tolerance, and time horizon. Altfest also offers financial planning on topics like retirement, cash flow, debt management, and estate planning. They also offer ERISA Fiduciary Services to retirement plans.
Assets Under Management$1.8B
Clients695
Advisors19
Avg. per Client$2.6M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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