ALTUS Wealth Solutions offers personalized financial planning and investment management services. They help clients with financial objectives, cash flow, tax planning, insurance, retirement, and estate planning. ALTUS also provides business consulting services. Investment advice is provided, but clients make the final decisions. ALTUS has discretionary powers to place trades for clients.
Assets Under Management$5M
Clients24
Advisors1
Avg. per Client$210K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$120
ALTUS Wealth Solutions charges a percentage of your investments annually, ranging from 0.25% to 0.75%. The exact rate depends on factors like the number of accounts, their value, total assets managed, and the investment approach (tactical vs. passive). Fees are typically deducted monthly from your account. A minimum monthly fee of $10 per account may apply.
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