Andrew Hermes is a CFP-designated registered investment advisor at Altus Wealth Management, LLC, based in Ft. Mitchell, KY, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 274 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altus Wealth Management charges a percentage of your portfolio each quarter. The fee is based on the investment model you choose and the amount you invest. Fees are negotiable.
- Altus Select (accounts under $300,000): 0.95% per year
- Altus Premier (accounts over $300,000):
- $300,000.01 to $500,000.00: 0.95% per year
- $500,000.01 to $1,000,000.00: 0.90% per year
- $1,000,000.01 to $2,000,000.00: 0.80% per year
- $2,000,000.01 to $3,000,000.00: 0.70% per year
- $3,000,000.01 to $5,000,000.00: 0.60% per year
- Over $5,000,000.01: Negotiable
- Altus Preservation (fixed income, accounts over $300,000):
- $300,000.00 to $1,000,000.00: 0.375% per year
- $1,000,000.01 to $3,000,000.00: 0.250% per year
- Over $3,000,000.01: Negotiable
Location
2500 Chamber Center Drive, Suite 202, Ft. Mitchell, KY, 41017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Altus Wealth Management, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations3 states
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