Alterna Wealth Management provides investment advice and consulting services to individuals, high net worth individuals, trusts, estates, institutions, and charitable organizations. Alterna Wealth designs and implements a personal investment strategy based on the client's individual profile, managing the client’s portfolio with a global approach and continuous review and analysis of appropriate investment instruments and opportunities in international financial markets. Alterna Wealth may recommend models/strategies to its clients whereby it receives recommendations to buy or sell securities from an unaffiliated third-party asset manager.
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.