Michael Williams is a CFP-designated registered investment advisor at Altius Financial, INC., based in Westcliffe, CO, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 149 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altius Financial charges a fee for managing your investments, which includes advisory and consulting services, trade entry, investment supervision, and account maintenance. The fees are based on a percentage of the assets they manage for you. Altius Financial's maximum investment advisory fee is 2.0% annually, and they have a minimum account size of $500,000. The specific advisory fees are set forth in your Investment Advisory Agreement. In certain circumstances, their fees and the timing of the fees may be negotiated.
Location
Westcliffe, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns and manages rental properties since 2006. He currently has two rental units and spends minimal time on this activity.
Employment History
Current Registrations
Altius Financial, INC.
Previous Registrations
Altius Financial, INC.
LPL Financial LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.