Altruist offers a platform where third-party advisors can access and use model investment portfolios for their clients. Altruist doesn't provide direct advice to individual investors but supports advisors with tools and resources. Altruist's services are delivered through its website.
Assets Under ManagementN/A
Clients516
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Altruist does not directly manage investments for individual investors. Instead, it provides model portfolios to third-party advisors who then manage investments for their clients. Altruist charges fees to these advisors based on the value of assets invested in the model portfolios, generally ranging from 0.00% to 1.00%.
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Location
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No advisors found for this firm.