Altiora Financial Group offers investment planning and supervision based on your financial situation, goals, and risk tolerance. They create a financial outline and Investment Policy Statement (IPS) to guide investment strategy and asset allocation. Altiora manages portfolios on a discretionary or non-discretionary basis, using academic research and evidence-based strategies. They also create financial plans addressing retirement, education, cash flow, insurance, tax, and estate planning.
Fee Structure
Altiora Financial Group combines investment and financial advisory services for a flat, fixed annual retainer fee. The fee is negotiated individually, generally ranging from $4,000 to $12,000 per year, depending on the scope of services, complexity, time involvement, number and type of accounts, number of objectives, number of individuals, ongoing administrative needs, and other requirements. Altiora does not charge a percentage of your portfolio.