How does the advisor help clients – Key Takeaways:
ALTURAS WEALTH MANAGEMENT, LLC is dedicated to providing expert financial advice and guidance to their clients. With years of experience and a team of knowledgeable professionals, ALTURAS WEALTH MANAGEMENT, LLC has the skills and resources to help clients achieve their financial goals.
- They offer a variety of financial services, including investment management, retirement planning, and tax planning.
- ALTURAS WEALTH MANAGEMENT, LLC works with a wide range of client types, from individuals and families to businesses and institutions.
- The firm is transparent about their fees and compensation, ensuring clients understand the cost of their services.
- Their team has a strong background in the financial industry, with a wealth of knowledge and experience to guide clients through their financial journey.
Facts and Insights
ALTURAS WEALTH MANAGEMENT, LLC is a boutique financial advisory firm that was founded in 2010. Their team of six advisors manages a total of $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | 11 years (founded in 2010) |
Financial Services Offered
ALTURAS WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Wealth transfer planning
- Insurance planning
Client Types
ALTURAS WEALTH MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Institutions
- Retirement plans
- Endowments
Fees & Compensation
ALTURAS WEALTH MANAGEMENT, LLC prides itself on being transparent about their fees and compensation. They charge a percentage of assets under management, as well as hourly or fixed fees for financial planning services. Their fees typically range from 0.50% to 2.00%, depending on the complexity of the client’s financial situation.
Background
ALTURAS WEALTH MANAGEMENT, LLC was founded in 2010 by a team of experienced financial advisors who shared a vision of providing personalized and comprehensive financial advice to their clients. The team brings a wealth of knowledge and experience from various financial disciplines and is committed to helping clients achieve their financial goals through a long-term and collaborative approach.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. ALTURAS WEALTH MANAGEMENT, LLC has no legal or disciplinary disclosures to report.