Altura Wealth Advisors's Form ADV discloses 1.25% on the first $500,000, 0.75% on the next $500,000, 0.60% on the next $2.5 million, 0.45% on the next $1.5 million, 0.25% on the next $5 million, and 0.20% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #337998), Altura Wealth Advisors is subject to fiduciary duty under federal law.
Altura Wealth Advisors is headquartered in VIRGINIA BEACH, VA.
Altura Wealth Advisors serves 103 high-net-worth clients according to their SEC filing dated April 10, 2026. View client details ↓
According to their SEC Form ADV, Altura Wealth Advisors offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Altura Wealth Advisors manages $235 million in client assets according to their SEC filing dated April 10, 2026.
According to their SEC Form ADV, Altura Wealth Advisors serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓