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.
2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056
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Learn about disclosures →Maribel owns rental property in Miami, FL, since 2019 and collects monthly rent. She spends minimal time on this activity.