Alterna Wealth Management, INC.
Assets Under Management
$1.2B
Number of Clients
1,285
Number of Advisors
24
Average Client AUM
$958K
AUM per Advisor
$51.3M
Compensation
Fee-Only (AUM)
About This Firm
Alterna Wealth offers investment advisory and consulting services, designing and implementing personalized investment strategies. They manage portfolios with a global approach, continuously reviewing investment opportunities in international financial markets. The firm constructs dynamic models/strategies of selected securities, allowing for a range of investing styles.
Fee Structure
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
Location
2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056