Altruity Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,698,764
Total clients
13
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$2,515,290
About
Altruity Wealth provides discretionary portfolio management, retirement and pension consulting, and limited financial planning and insurance assessments for individuals, trusts, ERISA plans, pension plans, investment companies and corporate clients. The firm also assists clients in selecting other advisors and operates an automated investment program (the ROBO Channel) using the Charles Schwab iRebal platform, with custody services provided through Charles Schwab.
The firm’s investment approach emphasizes market cycles and downside protection, using a mix of technical, fundamental and sentiment analysis to guide allocation decisions across actively managed strategies that range from aggressive equity-focused portfolios to conservative income and preservation strategies. Portfolios may include individual equities and ETFs, and the adviser may opportunistically use leverage and move materially between equities, fixed income and cash equivalents based on its market assessments.
Notably for a small independent adviser, Altruity explicitly offers portfolio management for pooled investment vehicles and for business or institutional clients, services that are less common among solo independent firms. The firm also offers some atypical ancillary services for its size—such as limited assistance with forming sole proprietorships and domestic LLCs and a complimentary financial review for certain family members of clients—while combining bespoke managed accounts with a Schwab-based automated channel.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Debt management
Cash flow / budgeting
Fee options
$5,000 - $249,999: 0.5% (must be invested in ROBO Channel) $250,000 - $1,000,000: 1.0% $1,000,001 - $2,499,999: 0.90% $2,500,000 - $4,999,999: 0.70% $5,000,000+: Negotiable
Pension consulting services charged at $150/hour (estimated 3-4 hours)
Account minimum: $5,000 minimum for ROBO Channel; $250,000 preferred minimum for other accounts (negotiable); $500,000 minimum for pension consulting services; $1,000,000 minimum to receive certain financial planning services at no additional cost Fee-only: Financial planning services charged at $150/hour for clients with $500,000 to $1,000,000 in assets (estimated 3 hours)
Main office location
Altruity Wealth
Palatine IL, United States
Number of offices
1
Most active in
Altruity Wealth has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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