Altrius Capital Management, INC.
Assets Under Management
$626.8M
Number of Clients
491
Number of Advisors
5
Average Client AUM
$1.3M
AUM per Advisor
$125.4M
Compensation
Fee-Only (AUM)
About This Firm
Altrius Capital Management is an SEC-registered investment advisor providing discretionary investment management services based on individual client objectives. They also offer financial planning and advisory consulting services. The firm utilizes a fundamentally based, value-oriented, and risk-managed investment management process.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiable in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
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Location
3940 Peninsular Drive, Suite 230, Grand Rapids, MI, 49546
