Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alterna Wealth charges an annual advisory fee, typically 1.25% of assets under management, but this is negotiable based on factors like account size and services provided. Fees are calculated and charged monthly in arrears. The standard fees for models/strategies range from 1.00%-2.00%, and accounts invested in these strategies are subject to an annual 0.02% Service Fee. Clients may pay other fees associated with their account, including brokerage commissions and custodial fees.
Areas of Practice
Advisor Information
Office location
19134 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258
Get directionsRegulatory History
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 →Other Business Activities
Benjamin is the Managing Member of KASA Investments, LLC since 2013. He is also the Secretary/Director of Optima Equity Partners, Inc. since 2012.