Alti Wealth Management (US International), INC.
AlTi Wealth Management (AWM) provides investment advice to high-net-worth individuals, trusts, estates, foundations, corporations, and other business entities. AWM offers services such as investment strategy, asset allocation, investment manager selection, and reporting, on both a discretionary and non-discretionary basis. AWM also offers non-advisory services including coordination of legal-related and strategic business planning, wealth transfer planning, and estate planning.
Fee Structure
AWM charges a management fee based on a percentage of the value of the assets they manage, up to 1.00% per year. The fee is negotiable and depends on factors like the types of assets, complexity, size of the portfolio, and services provided. In some cases, the fee may be a percentage of assets plus a performance fee. Fees are assessed quarterly, in arrears, based on the average daily balance of the account.