Advisor at Altius Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Westcliffe, CO
Credentials
CFP®, Series 63
Industry experience
27 years
Michael Williams is a CFP® professional with 27 years of industry experience, currently serving at Altius Financial, Inc. since 2000. He also has a longstanding association with Linsco/Private Ledger Corp. outside of his primary role. Altius Financial provides discretionary investment management, financial planning, and consulting services to individuals, estates, trusts, charitable organizations, foundations, and institutions, overseeing approximately $168 million in discretionary client assets. The firm employs an active, fundamentally driven investment approach combined with diversification and regular rebalancing, supported by third-party platforms for reporting and administration.
Based on Altius Financial, Inc.
Based on Altius Financial, Inc.
Financial planning fixed fees up to $10,000; Investment consulting fixed fees up to $10,000; Flat fee arrangements may be negotiated for investment management in limited cases
Investment Advisor - $350/hour; Junior Investment Advisor - $250/hour; Paraplanner - $125/hour; Administrative Support - $85/hour
Account minimum: $500,000 Fee-only: Financial planning fixed fees up to $10,000; Hourly financial planning rates $85 to $350 per hour depending on staff
Westcliffe, CO
Colorado · Texas
Altius Financial, Inc.
2000 - Present (26 years)
Linsco/Private Ledger Corp.
1998 - Present (28 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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