AS

Andrew Harvin Schaffernoth

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
1,369 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$250K

Alta Capital charges an annual fee based on a percentage of your assets under management. The specific percentage varies depending on the investment portfolio and the amount invested. For example, the Large Cap Quality Growth strategy charges 1.00% on the first $1,000,000, decreasing to 0.90% on the next $4,000,000, 0.70% on the next $5,000,000, 0.60% on the next $15,000,000, and 0.50% on the next $25,000,000. Fees are negotiable for amounts over $50,000,000. The minimum account size varies by strategy, ranging from $100,000 to $500,000. The Emerging Markets and Fundamental Global Equity strategies have a flat annual fee of 1.00%.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT, 84121

Get directions
Regulatory 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
Alta Capital Management LLC
July 2006 - Present · 19 yrs 6 mos
Previous Registrations
Inview Investment Management, LLC
July 2004 - December 2005 · 1 yr 5 mos
Chesapeake Investment Marketing
January 2003 - July 2006 · 3 yrs 6 mos
State Registrations14 states
AZCAFLGAIDMTNJNVORTXUTVAWAWI
Advisor
Exams
No exam information available for this advisor.