Advisor at Altura Wealth Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Altura Wealth Advisors Inc.
Location
San Diego, CA
Credentials
CFP®, Series 65
Industry experience
8 years
Arslan Bahler is a CFP® with eight years of industry experience, currently serving as an advisor at Altura Wealth Advisors Inc. He has worked at ESG Planning, Qualified Planning, UCLA Extension, and Pure Financial. Altura Wealth Advisors is a team of four advisers managing approximately $169 million for around 400 individual and high-net-worth clients. The firm employs a long-term, largely passive investment approach using ETF- and mutual-fund-based allocations, with discretionary management and periodic rebalancing.
Based on Altura Wealth Advisors Inc.
$0 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000: 1.05% $5,000,001 - $10,000,000: 0.90% $10,000,001+: 0.75%
Commissions received by certain IARs in their individual capacities from sales of fixed annuities, life insurance, structured settlement annuities, and real estate loan originations; commissions and other compensation are separate from Altura's management fees.
San Diego, CA
California
ESG Planning
2020 - Present (6 years)
Qualified Planning
2017 - 2020 (3 years)
UCLA Extension
2016 - 2017 (1 year)
Pure Financial
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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