Altrius Capital Management, INC.
Assets Under Management
$626.8M
Number of Clients
491
Number of Advisors
5
Average Client AUM
$1.3M
AUM per Advisor
$125.4M
Compensation
Fee-Only (AUM)
About This Firm
Altrius Capital Management, Inc. is an SEC-registered investment adviser offering discretionary investment management services aligned with individual client objectives. They also provide financial planning, advisory consulting, and pension consulting services. The firm utilizes a fundamentally based, value-oriented, and risk-managed investment management process.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiable in special circumstances.
Fee Estimator
Investment management fees are based on a percentage of assets managed: 1.40% on the first $500,000, 1.00% on the next $500,000, and 0.80% on assets over $1 million. These fees cover asset allocation advice, money management, financial planning, and custodial services, but clients also pay transaction charges. Fees for general consulting and retirement plan services are negotiated separately. A minimum of $500,000 in investible liquid assets is generally required to open and maintain an advisory account, but this may be waived.
Areas of Practice
Location
3940 Peninsular Drive, Suite 230, Grand Rapids, MI, 49546
