Altruist Wealth Management (AWM) offers customized wealth management services, including investment management and financial planning. AWM provides continuous advice on investing client funds based on individual needs and goals. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. AWM may recommend third-party investment advisors and sub-advisers.
Fee Structure
Altruist Wealth Management (AWM) charges a recurring fixed fee for investment management services, ranging from $750 to $3,000 per quarter, paid in advance. The fee depends on the client's specific needs, complexity, time, research, and resources required. Fees are negotiable. If AWM uses an outside manager, their fees are separate and will not exceed 2% of the managed accounts' value. AWM may offer investment management services on a standalone basis, separate from comprehensive or ongoing wealth management services.