Altus Wealth Group, LLC
Assets Under Management
$572.6M
Number of Clients
779
Number of Advisors
7
Average Client AUM
$735K
AUM per Advisor
$81.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Altus Wealth Group offers discretionary and non-discretionary investment management and supervisory services. They allocate assets among mutual funds, ETFs, individual debt, cash, and equity securities. They also provide wealth planning services, addressing estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. They also provide advice on Third Party Managers.
Fee Structure
Investment management fees are based on an annual percentage of assets under management or a flat dollar fee, billed quarterly in advance. The maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. Wealth planning fees range from $1,000 to $10,000, determined by the complexity of the financial situation and agreed-upon deliverables. Consulting services are also offered, with fees negotiated based on the project's extent and complexity.
Areas of Practice
Location
423 South Cascade Avenue, Colorado Springs, CO, 80903