Altruist Advisors is a registered investment advisor that provides continuous, ongoing portfolio management services on a discretionary basis to individual investors and high-net-worth clients. Altruist Advisors helps clients by developing or selecting personalized investment strategies, purchasing and selling securities, and monitoring and rebalancing portfolios. Certain affiliated investment advisor representatives may also offer financial planning and related guidance. The firm utilizes an affiliated technology platform and model marketplace, and all client accounts are held exclusively with an affiliated broker-dealer and custodian, Altruist Financial. Altruist Advisors tailors its services to each client's specific objectives, risk tolerance, and time horizon, and allows clients to place reasonable restrictions on their accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.0% to 2.5% per year and are negotiable based on factors such as account complexity and total investable assets.