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Altfest Personal Wealth Management

Tel: 212-796-8729
445 Park Avenue
6th Floor
New York, NY 10022
Altfest Personal Wealth Management | Financial Advisor in New York ,NY

Comprehensive, Objective & Deeply Personal Wealth Management


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.

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General Information

Firm Start Year:   1983
No.of Employees:   50-99
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, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management

Services

Investment Types:   Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Your Home, Your Office, Via Email, Via Phone, Video Conference

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
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1%


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.

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


Office Hours

Mon. 8:30 AM - 6:00 PM
Tue. 8:30 AM - 6:00 PM
Wed. 8:30 AM - 6:00 PM
Thu. 8:30 AM - 6:00 PM
Fri. 8:30 AM - 6:00 PM

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express Discover
Purchase Order

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