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
Loading...
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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.