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How does the advisor help clients – Key Takeaways:
ALTUS WEALTH GROUP LLC is a leading financial advisory firm that offers a broad range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide personalized solutions and strive to build long-term relationships with their clients.
Facts and Insights
The following table provides a snapshot of ALTUS WEALTH GROUP LLC’s assets under management, number of advisors, and their time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ALTUS WEALTH GROUP LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, education planning, and risk management. They also provide financial education and guidance to help clients make informed decisions about their finances.
Client Types
ALTUS WEALTH GROUP LLC serves a diverse client base, including individuals, families, business owners, and high net worth individuals. They also work with corporations and nonprofit organizations to provide financial services to their employees and members.
Fees & Compensation
The fees charged by ALTUS WEALTH GROUP LLC are based on a percentage of assets under management. This fee structure aligns the interests of the advisor with those of the client, as their compensation is directly tied to the performance of their clients’ investments. They also offer fee-only and commission-based options to cater to the specific needs and preferences of their clients.
Background
ALTUS WEALTH GROUP LLC was founded in 2005 by a team of experienced financial advisors, with a mission to provide personalized financial planning and investment management services to help clients achieve their goals. They have since grown to a team of 10 advisors, and their assets under management have reached $500 million.
Financial Advisor Disclosures to Know
All advisors at ALTUS WEALTH GROUP LLC are registered with the Securities and Exchange Commission (SEC) and are held to a fiduciary standard, meaning they are legally required to act in the best interests of their clients at all times. They have a clean record with no disciplinary actions or conflicts of interest.