Norman Alvis is a CFA-designated registered investment advisor at Altus Wealth Group, LLC, based in Colorado Springs, CO, with 7 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 779 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altus Wealth Group charges a fee based on a percentage of the assets they manage or a flat dollar fee. The maximum annual advisory fee is 2.00%. The specific fee is set forth in your Investment Advisory Agreement and may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon. Fees are billed quarterly in advance, based on the account asset value.
Location
24 S. Weber St. Suite 205, Colorado Springs, CO, 80903
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Regulatory History
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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Norman is a sole proprietor of More Power to the Pedals, a cycling marketing and promotion business, since 2014. He spends minimal time on this activity.
Employment History
Current Registrations
Altus Wealth Group, LLC
Previous Registrations
UBS Financial Services INC.
Piper Jaffray & CO.
State Registrations2 states
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