Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Alteris Capital Partners offers customized investment advisory solutions and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. Investment strategies are primarily long-term focused, utilizing low-cost, diversified mutual funds and ETFs. Financial planning services are offered pursuant to a written financial planning agreement.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees may be negotiable.
520 Post Oak Boulevard Suite 450, Houston, TX, 77027