Altus Wealth Group provides investment management and wealth planning services. They work with high-net-worth individuals, families, trusts, and estates. Altus Wealth Group offers both discretionary and non-discretionary investment management, allocating assets among mutual funds, ETFs, bonds, cash, and equities. They also provide wealth planning services, addressing estate, tax, charitable giving, and family legacy objectives, partnering with other client advisors like CPAs and estate attorneys.
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.