Altus Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,960,258
Total clients
24
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$206,677
Client services
Fee options
0.25% to 0.75% annually, depending on factors such as total accounts, average account value, assets managed, and management style
Hourly planning engagements charged at $240 per hour
Minimum fee: Minimum monthly fee per account of $10 may be applied Fee-only: Financial planning fees range from $197 for a single engagement to $4000+ annually; ongoing financial planning subscription fees range from $50 to $300 per month; business consulting fees range from $200 to $3500 per month; hourly planning services charged at $240 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Altus Wealth Solutions
Atascadero CA, United States
Number of offices
1
Forms ADV
Advisors at this firm
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