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althum advisors llc

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althum advisors llcmiami, FL

Additional Information

Althum Advisors provides independent wealth management, investment advisory, family office, succession planning, and wealth preservation services for private clients and families across Latin America and the United States.

Registered Investment Advisor (RIA) under SEC regulations

Specializes in

Multi-generational wealth transitionsMulti-jurisdictional succession planningPrivate company investmentsReal estate holdingsAlternative investmentsFamily governance

Services

Family governance designWealth and succession planningPrivate investments advisoryComprehensive investment managementSingle family office solutionsAlternative investments programsOutsourced Chief Investment Officer (OCIO) servicesPortfolio construction and rebalancingFamily office administrative support

Serving Miami, Lima, Buenos Aires, Guatemala, Punta del Este +2 more

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: +1 305-456-7645

Website: http://www.althumadvisors.com

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Frequently Asked Questions

How much does a financial advisor cost in miami?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.