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
Find an advisor in Ft Mitchell| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $261,722,184 | 3 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Altus Wealth Management, LLC
Altus Wealth Management, LLC is a financial advisory firm based in Ft. Mitchell, Kentucky. It currently has approximately $261,722,184 of assets under management and employs about 3 people. Altus Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$261,722,184
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-80301
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.