Altruistic Advisor offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Altruistic Advisor creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs). The firm also offers financial planning services covering investment planning, retirement planning, personal savings, and education savings. Altruistic Advisor acts as a fiduciary, legally required to act in your best interest.
Fee Structure
Altruistic Advisor charges a percentage of your portfolio annually, paid monthly in advance. The exact percentage depends on the complexity of your situation, the amount you invest, and your overall relationship with Altruistic Advisor. The annual fee ranges from 0.10% to 2.00%. Fees may be negotiable.