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The fee is billed in advance or in arrears and is negotiable.","source":"ALTERI WEALTH LLC ADV PART 2A 06-01-2025, filed 22 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Alteri Wealth have?","answer":"Alteri Wealth has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Alteri Wealth invest in?","answer":"At the end of its last fiscal year, Alteri Wealth’s separately managed accounts held 57% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 8% state and local bonds, 3% other, 2% U.S. government and agency bonds, 2% cash and equivalents and 1% investment grade corporate bonds. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}