Altrius Capital Management is a registered investment advisor based in Novi, Michigan, offering global balanced investment management and financial planning services. Founded in 1997, the firm utilizes a fundamentally based, value-oriented, and risk-managed investment process. Altrius Capital Management builds diversified portfolios using individual stocks, bonds, exchange-traded funds, master limited partnerships, and real estate investment trusts, tailored to each client's specific objectives and risk tolerance. In addition to discretionary investment management, the firm provides ongoing financial planning that covers cash flow, asset allocation, insurance, retirement, estate planning, and tax strategies. Altrius Capital Management also serves employee benefit plans and acts as a sub-advisor for exchange-traded funds and other advisory firms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiated in special circumstances. Pension consulting services are charged an annual fee of 0.5%.
