CM
CFA · CFP

Chris Wade Machesney

3 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
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Advisor Information

Office location

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

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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.

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Employment History
Current Registrations
Alta Capital Management LLC
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Russell Investments
August 2019 - April 2021 · 1 yr 8 mos
Russell Investments Financial Services, LLCBroker
August 2019 - April 2021 · 1 yr 8 mos
State Registrations5 states
IDNVORUTWA
Advisor
Exams
No exam information available for this advisor.