Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
24 advisors
Number of Clients
1,285 clients
Average Client Portfolio
$958K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only

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
Investment ManagementHigh Net Worth
Loading...

Advisor Information

Office location

19134 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2023
Settled
Employment History
Current Registrations
Alterna Wealth Management, INC.
November 2016 - Present · 9 yrs 2 mos
Alterna Securities, INC.Broker
December 2014 - Present · 11 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC Broker
May 2014 - January 2015 · 8 mos
State Registrations4 states
AZCAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Antun Domit - Financial Advisor | AdvisorDiscover