RH
RH

Rita Ann Hendrick-Smith

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
491 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$626.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.40%
$500K - $1.0M1.00%
$1M+0.80%

Fees may be negotiable in special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3940 Peninsular Drive, Suite 230, Grand Rapids, MI, 49546

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Altrius Capital Management, INC.
February 2012 - Present · 14 yrs
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.