Altus Wealth Management

Wealth Management Firm in Boone County, KY

Firm Info
Address: 2500 Chamber Center Dr # 202, Lakeside Park, KY 41017, USA
Phone: (859) 815-8566

Firm Size
Assets Under Management: $251.5 million
# of Advisors: 3
# of Clients: 406
Client to Advisor Ratio: 135:1
Average Account Size: $619,342
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Altus Wealth Management, LLC Overview

ALTUS WEALTH MANAGEMENT, LLC is a Fee Only registered investment advisory firm that has been providing investment advice to clients since 2014. With their headquarters based in Ft. Mitchell, KY, ALTUS WEALTH MANAGEMENT, LLC offers a range of services that cater to individuals, as well as small businesses and institutional clients. One of the primary services offered by ALTUS WEALTH MANAGEMENT, LLC is financial planning. The firm provides clients with comprehensive financial planning that takes into consideration all aspects of their financial situation. This includes retirement planning, education planning, tax planning, and estate planning, among others. In addition to financial planning, ALTUS WEALTH MANAGEMENT, LLC also offers portfolio management services for individuals and small businesses. The firm works with clients to develop personalized investment strategies that align with their financial goals and risk tolerance. They also provide ongoing portfolio management services to ensure that clients' investments remain on track. For businesses or institutional clients, ALTUS WEALTH MANAGEMENT, LLC offers portfolio management services that are tailored to their unique needs. The firm uses a disciplined investment approach that is designed to minimize risk and maximize returns. They work closely with clients to understand their investment objectives, and then develop customized investment solutions that align with those objectives.

billing flat fee performance-based fee ALTUS WEALTH MANAGEMENT, LLC serves a diverse clientele, which includes individuals, high net worth individuals, and charitable organizations. The firm caters to the specific needs of each client, offering tailored solutions that ensure clients reach their financial goals. The firm's team of experts can assist clients with various financial matters, including investment management, estate planning, tax planning, and risk management. Clients can choose from several fee structures depending on the services provided by ALTUS WEALTH MANAGEMENT, LLC. The firm offers a percentage of AUM fee structure based on the size of the assets under management. Clients can also opt for hourly billing, which is ideal for project-based financial advice. A flat fee structure is available for specific services, while a performance-based fee is an option for clients seeking higher returns on their investment portfolios. ALTUS WEALTH MANAGEMENT, LLC's fee structures are transparent and competitive, ensuring clients receive quality financial services that meet their needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of ALTUS WEALTH MANAGEMENT, LLC does not mention any specific investment minimums.

How This Office Can Help Boone County, KY Residents

Altus Wealth Management in Boone County, KY, offers personalized financial planning services to assist its clients to meet their financial goals. The firm provides investment management, retirement planning, estate planning, and tax planning services to clients. Altus Wealth Management's team of financial planners can design financial plans that are tailored to the specific needs of individuals, families, and businesses in Boone County, KY. The people living in Boone County, KY, face unique financial challenges like rising healthcare costs, changing tax laws, and preparing for retirement. Altus Wealth Management can help its clients identify the financial goals that align with their desires and offer solutions to help them achieve those goals. With the company's expertise, clients can make informed financial decisions and take advantage of investment opportunities, ensuring that they're well-prepared for their futures.

To view the Minimum Investment and Fee Schedule for Altus Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Altus Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Altus Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2500 Chamber Center Dr # 202, Lakeside Park, KY 41017, USA
Phone (859) 815-8566
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 2500 CHAMBER CENTER DRIVE, SUITE 202, FT. MITCHELL, KY 41017, United States

This firm has no other locations.

State Registrations

Altus Wealth Management, LLC is registered to service clients in the following states:

  • Indiana
  • Kentucky
  • New York
  • Ohio

Disciplinary History

Altus Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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