Altrius Capital Management provides investment management services based on individual client objectives. They require discretionary authority to manage accounts, including deciding which securities to buy and sell. Account supervision is guided by stated objectives, and strategies are developed through an optimal combination of investments. Altrius also offers financial planning services, including periodic reviews and assistance in implementing the plan. Consulting services are also available on specific securities and non-securities related investments.
Assets Under Management$720M
Clients512
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
In special circumstances, Altrius may negotiate a lesser management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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