Altanes Investments, LLC
Assets Under Management
$22.8M
Number of Clients
20
Number of Advisors
1
Average Client AUM
$1.1M
AUM per Advisor
$22.8M
Compensation
Fee-Only (AUM)
About This Firm
Altanes Investments, LLC is a New York State-registered investment advisor providing continuous advice to clients regarding the investment of client funds based on their individual needs. They manage advisory accounts on a discretionary basis and investment recommendations include advice regarding individual equities.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
A minimum of $1 million of assets under management is required for this service. This minimum may be negotiable under certain circumstances.
Fee Estimator
The annual fee for Individual Portfolio Management Services is 1.00% of assets under management, billed quarterly in arrears. A minimum of $1 million of assets under management is required, though this may be negotiable under certain circumstances. Clients are also responsible for fees and expenses charged by custodians and broker-dealers.
Areas of Practice
Location
DE, United States