Altitude Capital Management is a registered investment advisor based in Des Moines, Iowa, founded in January 2024 and owned by Charles Johnson and Mitchell Whitney. The firm offers personalized investment advisory services, including reviewing goals, recommending asset allocation strategies across stocks, bonds, mutual funds, and annuities, and preparing written investment strategies. Services are tailored to individual needs, allowing clients to impose restrictions on specific securities or sectors. Altitude Capital Management also provides financial planning consulting services, covering risk assessment, investment planning, estate planning, financial organization, and decision-making. Investment management services are offered on both discretionary and non-discretionary bases through managed account programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.0%, charged monthly in arrears based on market value. Altitude Capital Management has sole discretion to negotiate lower fees or waive them.