Altus Wealth Management offers investment management services, including determining risk and return objectives, defining asset allocation, and selecting securities. They offer three investment models: Altus Select (under $300,000), Altus Premier (over $300,000), and Altus Preservation (fixed income, over $300,000). Altus also provides financial planning services for an hourly fee.
Assets Under Management$360M
Clients274
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Altus Wealth Management charges a percentage of your portfolio each quarter. The fee is based on the investment model you choose and the amount you invest. Fees are negotiable.
- Altus Select (accounts under $300,000): 0.95% per year
- Altus Premier (accounts over $300,000):
- $300,000.01 to $500,000.00: 0.95% per year
- $500,000.01 to $1,000,000.00: 0.90% per year
- $1,000,000.01 to $2,000,000.00: 0.80% per year
- $2,000,000.01 to $3,000,000.00: 0.70% per year
- $3,000,000.01 to $5,000,000.00: 0.60% per year
- Over $5,000,000.01: Negotiable
- Altus Preservation (fixed income, accounts over $300,000):
- $300,000.00 to $1,000,000.00: 0.375% per year
- $1,000,000.01 to $3,000,000.00: 0.250% per year
- Over $3,000,000.01: Negotiable
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