About Altfest Personal Wealth Management
With nearly four decades of experience, including recognition by Barron's, Forbes, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through a myriad of market conditions. We lead with a comprehensive financial plan that puts your goals and dreams first, then support it with world class investment strategies. Only by placing you at the core of everything we do can we truly meet your needs. We've found that the most successful solutions begin by asking the right questions, which is why we offer complimentary consultations to explore a professional relationship.
See Disclosures
General Information
Firm Start Year
1983
No. of Employees
50-99
Firm CRD#
110130
Name of Custodial Firm
Charles Schwab & TD Ameritrade
Work with the following types of clients
Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors
Advisory Services Provided
Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®, CPA, ChFC®
Securities Licenses
Series 65, Series 66
Firm Information
Firm's Number of Clients
500+
Firm's Number of Planning Clients
500+
Firm's Number of Managed Clients
500+
Assets Managed by Firm
1500000000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Based on Assets
Fee % Based on Assets
1%
Disclosures
https://www.altfest.com/legal/
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890733/financialplanners-Altfest-Personal-Wealth-Management-detailed-disclosure.html
Disclaimer
Altfest Personal Wealth Management is a Registered Investment Advisory firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a 'Notice Filing' with the states of New York, New Jersey, Connecticut, Arizona, California, Florida, Illinois, Louisiana, Maryland, Massachusetts, New Hampshire, Pennsylvania, Texas, Vermont, and Virginia. Altfest Personal Wealth Management may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing. Investment advisory services provided by Altfest Personal Wealth Management ('APWM'). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.