Norman Alvis is a CFA-designated registered investment advisor at Altus Wealth Group, LLC, based in Colorado Springs, CO, with 7 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Estate Planning, and 6 more. Their firm serves 791 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Specific fees are set forth in the Investment Advisory Agreement and may vary based on account size, complexity, activity, or other agreed factors. Fees may be negotiated in certain circumstances.
Fee Estimator
Location
24 S. Weber St. Suite 205, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Norman is a sole proprietor of More Power to the Pedals, a cycling marketing and promotion business, since 2014. He spends minimal time on this activity.
Employment History
Current Registrations
Altus Wealth Group, LLC
Previous Registrations
UBS Financial Services INC.
Piper Jaffray & CO.
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.
Exams
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