Advisor at Athos Private Wealth LLC
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Firm
Athos Private Wealth LLC
Location
Holladay, UT 84117
Credentials
Series 65
Industry experience
3 years
Alex Shigeta is a financial advisor at Athos Private Wealth LLC with a Series 65 designation and three years of industry experience. Prior to joining Athos, he was involved with the University Growth Fund and held positions at Brigham Young University and Brigham Young University Idaho. Athos Private Wealth serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses by providing investment advisory, strategic planning, family office consulting, and private fund advisory services. The firm manages customized portfolios on a discretionary basis, integrating asset allocation, research, and holistic balance-sheet analysis, and acts as manager and sponsor to private pooled vehicles across various alternative strategies.
Based on Athos Private Wealth LLC
Based on Athos Private Wealth LLC
Based on Athos Private Wealth LLC
Family office consulting and services offered as standalone flat annual fee (negotiable) or as add-on to AUM fee; occasional one-off strategic consulting or services fees.
0.40% to 1.00% annually (negotiable based on account value and arrangement)
Performance fees charged for Private Fund Advisor Services (1.0% to 2.0% annual management fee plus performance fees as detailed in fund offering documents). Also, may charge performance-based fees for separately managed accounts for qualified clients with at least $1,100,000 under management or net worth over $2,200,000, calculated annually subject to high water mark.
Account minimum: $1,000,000 minimum (negotiable and can be waived at sole discretion of Athos) Fee-only: Fee-only investment advisory firm; no commissions accepted from securities or investment products sales.
4725 S Holladay Blvd, Suite 130
Holladay, UT 84117
California · Utah
Athos Private Wealth LLC
2022 - Present (4 years)
University Growth Fund
2020 - 2021 (1 year)
Brigham Young University
2019 - 2021 (2 years)
Brigham Young University Idaho
2015 - 2018 (3 years)
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Is active or affiliated with:
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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