NJ
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$22.8M
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
A minimum of $1 million of assets under management is required for this service. This minimum may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The annual fee for Individual Portfolio Management Services is 1.00% of assets under management, billed quarterly in arrears. A minimum of $1 million of assets under management is required, though this may be negotiable under certain circumstances. Clients are also responsible for fees and expenses charged by custodians and broker-dealers.
Areas of Practice
Investment Management
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Advisor Information
Office location
Mill Neck, NY
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Altanes Investments, LLC
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Ashland Management Incorporated
November 1996 - December 2009 · 13 yrs 1 mo
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.