Altfest Personal Wealth Management

Wealth Management Firm in New Paltz, NY

Firm Info
Address: 445 Park Ave 6th floor, New York, NY 10022, USA
Phone: (212) 406-0850

Firm Size
Assets Under Management: $1.6 billion
# of Advisors: 16
# of Clients: 3,210
Client to Advisor Ratio: 201:1
Average Account Size: $484,505
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Altfest Personal Wealth Management Overview

Altfest Personal Wealth Management is a registered investment advisory firm based in New York, NY, that has been providing investment advice only since 1983. The firm provides a range of fee-based financial planning services and portfolio management for both individuals and small businesses. Altfest specializes in helping clients achieve their financial objectives through personalized investment strategies and asset allocation tailored to their unique risk tolerance and goals. Clients of Altfest Personal Wealth Management benefit from the firm's extensive experience and expertise in navigating the complex world of investments. The firm's investment advisors work closely with clients to develop customized investment strategies that align with their financial goals and priorities. Altfest's fee-based fee arrangement ensures transparency in pricing and helps to eliminate potential conflicts of interest so clients can rest assured that their interests always come first. In addition to its financial planning and portfolio management services, Altfest Personal Wealth Management also offers original periodicals and newsletters that provide insights and expert analysis on the latest financial trends and market developments. This commitment to ongoing education and communication helps clients stay informed and up-to-date on the latest financial news and developments in order to make more informed investment decisions. Overall, Altfest Personal Wealth Management offers a comprehensive range of financial services designed to help clients achieve their financial objectives and build long-term wealth.

ALTFEST PERSONAL WEALTH MANAGEMENT serves a diverse range of clients, including individuals, high net worth individuals, pooled investment vehicles, charitable organizations, and other types of corporations not listed. They pride themselves on offering personalized, comprehensive financial advice to meet the unique needs of each client. When it comes to fee structures, ALTFEST PERSONAL WEALTH MANAGEMENT offers a variety of options depending on the service provided. For asset management services, clients may be charged a percentage of their assets under management (AUM). For financial planning and other services that require more intensive work, a fixed fee or hourly rate may be more appropriate. The firm ensures that all fees are transparent and clearly explained to clients upfront, so they can make informed decisions about their financial future.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, ALTFEST PERSONAL WEALTH MANAGEMENT has a minimum portfolio size of $1,000,000.00. However, they may make exceptions to this investment minimum.

How This Office Can Help New Paltz, NY Residents

Altfest Personal Wealth Management assists clients in New Paltz, NY by offering comprehensive financial planning services tailored to their individual needs. Whether it's retirement planning, investment management, tax planning, or estate planning, Altfest Personal Wealth Management provides customized strategies to help clients achieve their financial goals. Living in New Paltz, NY, one might face challenges such as high cost of living, student loan debt, and volatile housing market. Altfest Personal Wealth Management can help clients navigate through these situations by providing personalized recommendations on savings, budgeting, and investment strategies. The firm also offers guidance on managing debt and creating a plan to achieve financial security. Overall, Altfest Personal Wealth Management provides a comprehensive approach to financial planning that helps clients plan for a more secure financial future.

To view the Minimum Investment and Fee Schedule for Altfest Personal Wealth Management, visit their Part 2 Brochure.

Services Offered by Altfest Personal Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Altfest Personal Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 445 Park Ave 6th floor, New York, NY 10022, USA
Phone (212) 406-0850
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Altfest Personal Wealth Management is registered to service clients in the following states:

  • Arizona
  • California
  • Connecticut
  • Florida
  • Illinois
  • Louisiana
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • Pennsylvania
  • Texas
  • Vermont
  • Virginia

Disciplinary History

Altfest Personal Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.