Altruity Wealth provides investment advice to individuals, high net worth individuals, trusts, and businesses. Altruity offers tailored investment strategies, including an automated investment program called the ROBO Channel and the WEALTH Channel. For clients with over $1,000,000 in assets, Altruity provides financial planning and insurance assessment services at no additional cost. Altruity does not provide legal, insurance, estate planning, tax or accounting advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000. Accounts between $5,000 and $249,999 must be invested in the ROBO Channel unless Altruity, at its sole discretion and with client consent, considers near term (about 1 year) client deposits or AUM growth will meet The WEALTH Channel minimum.