Altus Wealth Group is an investment management firm located in Colorado that specializes in providing investment advisory and wealth planning services to high-net-worth individuals, families, trusts, estates, and institutions. Altus Wealth Group helps clients build, manage, and preserve wealth through personalized asset allocation, portfolio management, third-party manager selection, and comprehensive financial planning. The firm primarily allocates client assets across mutual funds, exchange-traded funds, individual bonds, cash, and equities, while also offering guidance on alternative investments and legacy positions. Altus Wealth Group can manage accounts on a discretionary or non-discretionary basis and collaborates with other professionals like certified public accountants and estate attorneys to ensure a coordinated approach to each client's financial goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Specific fees are set forth in the Investment Advisory Agreement and may vary based on account size, complexity, activity, or other agreed factors. Fees may be negotiated in certain circumstances.