Altruity Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Altruity Wealth is a small, independent registered investment advisor that provides discretionary portfolio management and related advisory services to individuals, high‑net‑worth clients, trusts, pension plans, pooled investment vehicles and institutional clients. Its services include individualized portfolio management, pension consulting and limited financial planning and insurance assessments, and the firm also assists clients with forming sole proprietorships and domestic LLCs in Illinois.
The firm manages a suite of actively managed strategies that span aggressive equity allocations to capital‑preservation approaches and uses technical, fundamental and sentiment indicators to guide asset allocation and security selection. Altruity operates an automated ETF‑based program on the Schwab iRebal platform for smaller retail accounts, maintains discretionary authority over allocations, and will shift allocations defensively — including to cash or fixed‑income instruments, and using margin within stated policy limits — in response to market conditions.
Compared with peers, Altruity’s willingness to manage pooled investment vehicles and provide portfolio management to institutional clients is uncommon for a solo independent advisor and the firm negotiates terms for those mandates. Other notable operational features include a non‑tiered fee billing approach, limited complimentary financial reviews for client family members, and structural program limits (an ETF‑only automated channel with an upper account cap), all administered across a relatively small client base and roughly $38 million in discretionary assets.
Client services
Expertise
Fee options
$2,000 - $249,999: 0.5% $250,000 - $1,000,000: 1.0% $1,000,000 - $2,500,000: 0.90% $2,500,000 - $5,000,000: 0.70% $5,000,000+: Negotiable
Financial planning and pension consulting services charged at $150 per hour
Account minimum: $2,000 Fee-only: Hourly financial planning services at $150 per hour for clients with $500,000 to $1,000,000 in assets; pension consulting at $150 per hour
Main office
Palatine IL
Advisors at this office
1
Most active in
Illinois · Texas
Also doing business as
Altruity Investment Advisors, LLC · Altruity Wealth · Texture Graphics, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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