Altruist Financial Advisors LLC
At Altruist Financial Advisors LLC (“Altruist”), we believe that everybody should have access to the best possible financial advice at a reasonable cost.
We are so confident that you will be satisfied with our service that we guarantee it. If you are not absolutely pleased with the value we have provided, we will refund your enrollment fee.
Commission-based investment advisors charge little or no fees initially, but may charge commissions of as high as 50% or more for each subsequent investment. At Altruist, we charge a very reasonable flat fee up front for our ALTRUIST® Financial Planning Services. In addition, you won’t be paying exorbitant commissions either now or on an ongoing basis. By avoiding commissions, we believe that you will end up with better, more objective advice at a lower overall cost.
The cost of a financial plan and subsequent investment management can vary considerably, so it is important to compare. Here’s an example of what you can expect from Altruist and from a typical competitor for a financial plan and assets under management of $4,000,000.
ALTRUIST® Financial Planning prices (subject to change)
ALTRUIST® Portfolio Management Service prices (subject to change)
There is a minimum annual fee of $20,000 per year (i.e., $5,000 per quarter) for the ALTRUIST® Portfolio Management Service. Generally, Altruist will not accept accounts of less than $2,000,000, but exceptions may be made on a case-by-case basis.
Offer good for 12 months after enrollment for ALTRUIST®
Comprehensive Financial Plan and for the six previous months of fees for
the ALTRUIST® Portfolio Management Service.
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