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How does the advisor help clients – Key Takeaways:
Altanes Investments, LLC is a financial advisory firm that focuses on helping clients achieve their financial goals through personalized and comprehensive planning. With a team of experienced and knowledgeable advisors, Altanes Investments, LLC provides a range of financial services and caters to various client types. Here are some key takeaways on how the advisor helps its clients:
- Provides personalized and comprehensive financial planning.
- Offers a range of financial services to meet the specific needs of clients.
- Utilizes a team-based approach with experienced and knowledgeable advisors.
- Focused on helping clients achieve their financial goals and objectives.
- Offers guidance and advice on various financial matters, including investments, retirement planning, tax strategies, and more.
Facts and Insights
Founded in 2003, Altanes Investments, LLC has been in business for over 18 years. They currently have over $1 billion in assets under management. With a team of 12 advisors, the firm is committed to providing top-notch financial advice and services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 12 | 18+ years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
- Insurance planning
Client Types
Altanes Investments, LLC caters to a diverse range of client types, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Corporate executives
Fees & Compensation
Altanes Investments, LLC follows a fee-only compensation structure, meaning they earn fees directly from their clients and do not receive any commissions or incentives from third-party products. This ensures that the advisors’ recommendations are solely based on the clients’ best interests.
Background
The founders of Altanes Investments, LLC have over 30 years of combined experience in the financial services industry. With their expertise and knowledge, they built a team of skilled advisors to provide top-quality financial services to their clients. The firm is also a proud member of the National Association of Personal Financial Advisors (NAPFA) and adheres to its strict Code of Ethics.
Financial Advisor Disclosures to Know
As a client of Altanes Investments, LLC, it is essential to be aware of any potential conflicts of interest or legal disclosures. Here are a few things you need to know:
- Altanes Investments, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC), and its advisors are also registered representatives of a broker-dealer.
- The firm may receive compensation from third-party products, but clients will not be charged any additional fees as a result.
- Altanes Investments, LLC has a fiduciary duty to act in the best interests of their clients at all times.