Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AltruVista LLC receives a portion of the advisory fees (up to 50%) that you pay to the unaffiliated registered investment adviser as compensation for the referral. Your fee is not higher because of the referral. A conflict of interest exists because AltruVista has an incentive to recommend the unaffiliated registered investment adviser. A person affiliated with the firm is a Registered Representative with Valmark Securities, Inc., and may receive commissions from the sale of investment products or insurance products, which presents a conflict of interest.
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Advisor Information
Office location
3555 Timmons Lane, Suite 915, Houston, TX, 77027
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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 ActivitiesSells Insurance
Ali is involved in several business activities, including the sale of a broker/dealer business and disability income insurance, teaching a CFP course at Rice University, serving on the board of advisors for Triarc Properties, and being a passive investor in SAS Nutrition, Wallis State Bank, and AMAF, LLC. Ali is also the Owner & CEO of AltruVista, an author, and provides coaching services for business owners, dedicating about 10-20% of his time to these activities.