Altus Wealth Management, LLC

Wealth Management Firm in Baton Rouge, LA

Firm Info
Address: 4208 Bluebonnet Blvd, Baton Rouge, LA 70809, USA
Phone: (225) 201-9300

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 registered investment advisory firm that has been providing investment advice to individuals, small businesses and institutional clients since 2014. This firm operates under a fee-only arrangement, which means that their only source of compensation comes from their clients and not from any commission from product sales. Headquartered in Ft. Mitchell, KY, ALTUS WEALTH MANAGEMENT, LLC offers a comprehensive range of services, including financial planning and portfolio management for both individuals and small businesses. In terms of portfolio management services, ALTUS WEALTH MANAGEMENT, LLC offers two different options. They provide portfolio management services that are tailored to individuals and small business owners who have specific investment preferences or financial goals. Additionally, they also offer portfolio management services that are designed specifically for businesses and institutional clients. This service is targeted towards businesses that are looking to invest their assets in a strategic and diversified manner to achieve their financial objectives. Overall, ALTUS WEALTH MANAGEMENT, LLC is committed to providing clients with exceptional investment advice and portfolio management services. By operating under a fee-only arrangement, they ensure that their clients receive unbiased and objective advice. Their team of experienced professionals work closely with clients to understand their unique financial circumstances, investment goals, and risk tolerance to develop a customized investment plan that meets their specific needs.

ALTUS WEALTH MANAGEMENT, LLC serves a diverse range of clients in their financial management efforts. The firm caters to individuals seeking guidance on investing and financial planning, high net worth individuals with complex wealth management needs, and charitable organizations looking for financial consulting services. The seasoned experts at ALTUS WEALTH MANAGEMENT tailor their services to meet the unique needs of their clients, providing sound financial advice, personalized strategies, and excellent service. ALTUS WEALTH MANAGEMENT, LLC offers competitive fee structures based on the type of services provided. Clients can choose between a percentage of assets under management (AUM) or an hourly fee for financial consulting services. The percentage of AUM fee structure is typical for investment management services and calculated as a percentage of the assets being managed. The hourly fee structure is intended for clients who require guidance on specific financial planning matters. The fee for each service is determined after an initial consultation with the client, which allows for a more transparent and tailored approach to pricing. Overall, ALTUS WEALTH MANAGEMENT delivers a range of flexible and attractive fee structures that meet the varied needs of its clients.

Typical Clients, Fee Structures & Investment Minimum

According to ALTUS WEALTH MANAGEMENT, LLC's Part 2 Brochure, there is no specific note regarding investment minimums. Therefore, it is unclear what their investment minimum may be.

How This Office Can Help Baton Rouge, LA Residents

Altus Wealth Management, LLC is a Baton Rouge-based financial advisory firm that specializes in offering customized wealth management solutions to individuals and families. The company's team of experienced financial advisors works closely with clients to understand their unique financial goals, needs, and concerns to create personalized strategies that help them achieve long-term financial success. Living in Baton Rouge, LA, individuals and families may face various financial challenges, such as managing debts, saving for retirement, and planning for their children's education. Altus Wealth Management, LLC understands these challenges and offers a range of services aimed at addressing them. Some of the services provided by the firm include retirement planning, investment management, estate planning, tax planning, and risk management. Additionally, the company's advisors regularly stay in touch with clients to ensure their plans are on track and adjust them as necessary to accommodate changes in their financial circumstances. Overall, Altus Wealth Management, LLC provides comprehensive financial guidance that enables clients in Baton Rouge, LA to achieve their financial objectives and secure their financial future.

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 4208 Bluebonnet Blvd, Baton Rouge, LA 70809, USA
Phone (225) 201-9300
Directions
Google My Business Reviews:
3 Stars

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.