Altman Sacks Corporation
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About
Altman Sacks Corporation provides investment supervisory and portfolio management services to a range of clients, including individuals, high‑net‑worth individuals, trusts, estates, retirement plan participants, corporations, pension and profit‑sharing plans, and charitable organizations. Offerings described in the brochure include discretionary and non‑discretionary portfolio management, retirement and pension consulting, and the selection of outside advisers or sub‑advisors.
The firm emphasizes a long‑term, tactical asset‑allocation approach that draws on fundamental, quantitative, and qualitative analysis and is adjusted in response to changing U.S. and global economic conditions. Typical recommendations noted include ETFs, individual equities, and precious metals, with bonds, cash positions, and shorter‑term trades used as needed for rebalancing or to meet client objectives; accounts are monitored on a regular basis.
What is distinctive for this manager is that, in addition to the more common asset‑based investment supervisory fees, it also offers hourly‑billed portfolio management engagements for non‑continuous advisory work, a billing approach that is uncommon among peers. The firm’s advisory activities are operated alongside a separate computer programming consultancy and external employment of the firm’s principal, and the brochure discloses that consulting and dividend income currently supplement advisory revenue, which can affect time allocation and create potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 2.00% annually $250,001 - $499,999: 1.75% annually $500,000 - $749,999: 1.50% annually $750,000 - $999,999: 1.25% annually $1,000,000 - $2,499,999: 1.10% annually $2,500,000 - $4,999,999: 1.05% annually $5,000,000+: 1.00% annually
Up to $300 per hour billed in arrears
Minimum fee: Set-up fees ranging from $250 to $2,000 for non-retirement accounts and $2,000 for retirement or trust accounts Fee-only: Hourly advisory services at rates up to $300 per hour
Main office
Tujunga CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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