Altman Advisors provides investment advisory services, including asset management and financial consulting, to individuals and other client types. As a fiduciary, Altman Advisors acts in the client's best interest. They offer financial planning and consulting services, covering areas like investment, retirement, estate, and tax planning. The firm manages assets on a wrap fee basis, tailoring advice to each client's objectives and risk tolerance.
Fee Structure
Altman Advisors manages investments through wrap fee programs, where you pay a single fee covering advisory services and transaction costs. The annual investment management fee ranges from 0.50% to 1.50% of your account value. The exact fee is negotiable and depends on the services you receive and the amount of assets in your account. Financial planning is included in the Wrap Family Office Services, but is a separate fee for the Wrap Asset Management Service.