Althum Advisors works with clients to define investment objectives and design individualized strategies with unique asset allocations. Althum's services include asset allocation analysis, instrument and security selection, performance reporting, and portfolio monitoring. Althum provides advisory services on a non-discretionary and discretionary basis. Althum does not have custody of client assets.
Assets Under Management$1.6B
Clients71
Advisors9
Avg. per Client$23M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $200.0M | 0.45% |
| $200M+ | 0.35% |
Advisory fees are negotiable based upon the types of assets included in a Client’s portfolio, the complexity and size of the portfolio, the services to be provided, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...