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.

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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, Businesses, Individual Investors, Investment Clubs

Advisory Services Provided

Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management

Investment Types

Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Options & Futures, Mutual Funds, Stocks, Commodities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Phone, Email, Your Office, Video Conference

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

Certifications, Accreditations & Designations

CFP^®, CFA^®, CPA, ChFC^®

Securities Licenses

Series 66, Series 65

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

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

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https://www.altfest.com/legal/

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1890733/financialadvisor-altfest-personal-wealth-management-detailed-disclosure

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.