Top financial advisors in Ft Mitchell, KY
We’ve curated a list of the best financial advisors in Ft Mitchell, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$261,722,184
Number of advisors
3 advisors
| $261,722,184 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ft Mitchell, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ft Mitchell. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Altus Wealth Management, LLC
Altus Wealth Management, LLC, established in 2010, is a registered investment adviser offering discretionary investment management services to individuals and businesses. The firm provides three investment models: Altus Select for balances under $300,000, Altus Premier for balances over $300,000, and Altus Preservation for fixed-income portfolios. Altus employs Modern Portfolio Theory and tactical asset allocation in its investment strategies, focusing on low-cost ETFs, mutual funds, and individual fixed income securities. Clients are charged fees based on a percentage of average daily balance, payable quarterly. Altus does not engage in performance-based fees or side-by-side management. The firm serves individuals, trusts, and charitable organizations without a minimum account size requirement. Altus Wealth Management does not custody client funds or securities and does not compensate for client referrals. The firm has discretionary authority over client investments and does not vote client securities. Altus' fee schedule is subject to revision and may vary based on client circumstances. Altus Wealth Management emphasizes transparency, ethical conduct, and risk management in its investment practices.
$261,722,184 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ft Mitchell, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ft Mitchell. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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