Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $2.0 billion
- Average High-Net-Worth Client Portfolio Size
- $13.5 million
- Stated Minimum Account Size
- $5,000,000
Fee Disclosure
Source: ALTHUM ADVISORS BROCHURE (2025-06-06)
· View brochure text
Latest filing: ALTHUM ADVISORS BROCHURE (2026-03-18)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $10,000,000 | 1.00% |
| $10,000,001 | $15,000,000 | 0.80% |
| $15,000,001 | $20,000,000 | 0.75% |
| $20,000,001 | $25,000,000 | 0.70% |
| $25,000,001 | $50,000,000 | 0.65% |
| $50,000,001 | $100,000,000 | 0.55% |
| $100,000,001 | $150,000,000 | 0.50% |
| $150,000,001 | $200,000,000 | 0.45% |
| $200,000,001 | and above | 0.35% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $375,000 | 0.75% |
| $100 million | $650,000 | 0.65% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 37.81%
- Number of High-Net-Worth Clients
- 57
- Total Client Accounts
- 84
- Discretionary Accounts
- 41
- Non-Discretionary Accounts
- 43
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 315952
- ALTHUM ADVISORS BROCHURE (2026-03-18) · View brochure text
- ALTHUM ADVISORS BROCHURE (2025-06-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗