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Altrius Capital Management, Inc.
New Bern, North Carolina
Altrius Capital Management, Inc. is a reputable local investment advisory firm based out of New Bern, NC, boasting a strong presence with four well-established offices. With a team of 12 skilled professionals, nine of whom specialize in providing top-notch investment advisory services, the firm offers comprehensive financial solutions to a diverse clientele.
Leveraging their expertise, Altrius Capital Management, Inc. manages an average of $49,390,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure caters to client preferences, offering various options such a...see more
Assets Under Mgmt
$444.48M
Investment Professionals
9
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other: GENERAL CONSULTING SERVICES
Reviews for Altrius Capital Management, Inc.
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