Alti Wealth Management (us International), INC.
Assets Under Management
$670.4M
Number of Clients
37
Number of Advisors
4
Average Client AUM
$18.1M
AUM per Advisor
$167.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AWM provides advisory services on both a discretionary and non-discretionary basis. They assist clients in establishing investment objectives, return expectations, and risk tolerance. Services include investment manager selection, monitoring, due diligence, and performance reporting. Non-advisory services such as wealth transfer and estate planning are also offered.
Fee Structure
AWM charges a management fee for advisory services, expressed as a percentage of assets under management, up to 1.00% per annum. The Management Fee is negotiable and depends on the types of assets included in a Client’s Portfolio, the complexity and size of the Portfolio, the services to be provided and other factors. The Management Fee may also be expressed as a fixed fee defined as a specific USD amount defined in the Investment Advisory Agreement with each Client. Under certain circumstances, the Management Fee may be structured as percent of assets under management plus a performance fee, subject to compliance with Investment Advisers Act Rule 205- 3 for qualified Clients.
Areas of Practice
Location
1111 Brickell Avenue, Suite 2802, Miami, FL, 33131