How does the advisor help clients – Key Takeaways:
ALTUS WEALTH MANAGEMENT, LLC is a reputable financial firm that provides expert services to its clients. With years of experience in the industry, the firm offers a wide range of financial services and caters to various client types. Through comprehensive strategies and personalized approach, ALTUS WEALTH MANAGEMENT, LLC helps clients achieve their financial goals and secure their future.
Facts and Insights
ALTUS WEALTH MANAGEMENT, LLC has been in the business for over 15 years, providing top-notch financial services to its clients. The firm has over $500 million in assets under management and a team of experienced and knowledgeable advisors. The firm takes pride in its commitment to delivering exceptional services and establishing long-term relationships with its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
ALTUS WEALTH MANAGEMENT, LLC offers a wide range of financial services including investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm takes a holistic approach to financial planning and assists clients in creating a diversified and customized plan to meet their unique financial needs.
Client Types
ALTUS WEALTH MANAGEMENT, LLC caters to individuals, families, and businesses of all sizes. Their team of advisors is experienced in working with clients from various backgrounds and has the expertise to address the unique financial needs of each client. The firm takes a client-centric approach and believes in building strong relationships with their clients to understand their goals and provide tailored solutions.
Fees & Compensation
ALTUS WEALTH MANAGEMENT, LLC charges a fee for their services, which is based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, promoting a client-focused approach. The firm is transparent about its fees and provides a clear breakdown of charges to its clients.
Background
ALTUS WEALTH MANAGEMENT, LLC is headquartered in New York and was founded in 2005 by a team of experienced professionals who shared a common goal of providing superior financial services to their clients. The firm has grown significantly over the years and has established a strong reputation in the industry for its expertise and commitment to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ALTUS WEALTH MANAGEMENT, LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. The firm has a strict code of ethics and also discloses any potential conflicts of interest to their clients. All of their advisors hold appropriate licenses and credentials, ensuring they are qualified and knowledgeable to provide financial advice.
In conclusion, ALTUS WEALTH MANAGEMENT, LLC is a trustworthy and experienced financial firm that offers comprehensive services to help clients achieve their financial goals. With a strong track record and a client-focused approach, the firm continues to be a top choice for individuals, families, and businesses seeking expert financial guidance.