A FIDUCIARY, INDEPENDENT WEALTH ADVISOR
We build custom portfolios and offer multiple investment strategies to meet your unique investment goals.
Maximize Your Returns, Minimize Your Worries.
Your Path Forward Begins with a Conversation.
High Yielding Cash Accounts
with Altruist Cash
4.00% APY
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Our partner banks offer FDIC insurance of up to $2M for joint accounts and $1M for individual accounts.
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There are no AUM fees on cash accounts.
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No minimums, no transfer volume limits, and easy ACH linking.
Altruist Financial LLC is not a bank
APY is variable and subject to change.
Fees
We accept zero commissions and act as a fiduciary, mandated by law and ethically bound to put our clients' interests first in everything we do. Our fee is based on Assets Under Management, so we do well when you do well.
No Performance Fees
We charge no performance fees. Our simple and straightforward Assets Under Management fee allows our advisors to focus on achieving our clients' goals.
No Commissions
We charge no commissions on buying and selling investments, so our interests are completely aligned as we grow and protect your accounts.
No Financial Planning Costs
A complimentary and comprehensive financial plan is available to all clients of Infinitus Wealth Management.
Fees charged for our asset management services are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, and the total amount of assets under management for the client.
Assets Under Management
Less than $1,000,000
$1,000,000 to $4,999,999.99
$5,000,000 to $9,999,999.99
$10,000,000 or more
Annual Fee Rate
1.00%
0.95%
0.90%
0.80%
