Altius Financial, located in Denver, Colorado, offers financial planning and investment management services. They manage portfolios for individuals, high net worth individuals, estates, trusts, charitable organizations, foundations, and institutions. Altius Financial aims to help clients build, manage, and preserve their wealth through services tailored to achieve their financial goals. They primarily invest in cash, money market funds, CDs, stocks, bonds, ETFs, U.S. Government treasuries and private funds. Where deemed appropriate, Altius Financial may invest in alternative investments.
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.