Alteris Capital Partners, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alteris Capital Partners offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. They provide customized investment solutions through personal contact and discretionary investment management, constructing portfolios of low-cost, diversified mutual funds and ETFs. They also offer financial planning services and business consulting services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Investment management fees are based on a percentage of your assets under management. Financial planning services have a fixed engagement fee ranging from $10,000 to $100,000. Business consulting services have a fixed engagement fee ranging up to $100,000. Fees may be negotiable based on the nature and complexity of the services.
Areas of Practice
Location
520 Post Oak Boulevard Suite 450, Houston, TX, 77027