Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Althum Advisors charges an advisory fee, typically ranging from 0.35% to 1.00% of total assets under management. The fee can also be a fixed amount. A minimum annual advisory fee may apply in some cases. Fees are negotiable based on portfolio complexity, size, and services provided. Fees are generally calculated and billed quarterly in advance. Clients may incur brokerage commissions and other transaction costs.
Areas of Practice
Advisor Information
Office location
1441 Brickell Av. Suite 1016, Miami, FL, 33131
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.
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Rafael serves as Chief Investment Officer for LXG MFO, an affiliated multi-family office in Lima, Peru, providing asset allocation strategies. This role takes about half of Rafael's time.