Derek Schmidt

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