Altus Investment Group provides personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Altus Investment Group is a fee-only financial planning and investment advisory firm. The firm does not receive commissions for purchasing or selling annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. Investment advice is provided only on asset allocation; the client makes all decisions on investment selection.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plan: The fee range is usually from $500 to $2,500 and fees are negotiable.
- Follow-on implementation work: Billed separately at the rate of $200 per hour.
- Hourly planning services: $200 per hour for limited scope engagements.
- Financial consulting services: Provided for an annual fixed fee, negotiated on a case-by-case basis depending on the scope and complexity of services desired by the client.
One-Time Plan:$500 - $2,500
Hourly Rate:$200/hr
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