Although fees may vary and may be negotiated, the typical annual management fees
for all account types are:
Account relationships between $5,000 and $249,999 (must be solely invested in the
Robo Channel) is .5%*
Account relationships between $250,000 and $1,000,000 is 1.0%*
Account relationships over $1,000,000 and less than $2,500,000 is .90%*
Account relationships over $2,500,000 and less than $5,000,000 is .70%*
Account relationships over $5,000,000 are negotiable*
* We believe our fees are extremely competitive when compared to other independent advisors and certainly, banks and Wall Street firms. Further, our fees are based on total account value and are NOT tiered (ie. based upon “the next”) dollar amount. This means that Clients will realize less overall fee costs with Altruity as compared to tiered fee advisors, big banks and Wall Street brokerages.
In addition, further fee reductions may be applied by Altruity at it’s sole discretion and determination.
Disclosures
Investing involves risk of loss. Please review our investment channel descriptions and risks set forth in ALTRUITY’s Form ADV2 or your Investment Policy Statement. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.
The information that appears on this website should not be construed as a solicitation or offer to sell securities or provide investment advisory or consulting services over the internet.
Check the background of ALTRUITY Investment Advisors on SEC.gov (adviserinfo.sec.gov)
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