Model Marketplace
Stop
overpaying.
From client costs to firm revenue, every basis point counts. Altruist’s Model Marketplace is a TAMP alternative that helps advisors outsource portfolio research and implementation at a fraction of the cost.
An integrated custodian can offer efficiency gains at lower prices.
Altruist is a modern custodian built for independent financial advisors. Our Model Marketplace offers a TAMP alternative, with features and flexible investment strategies from world-class managers in an integrated advisor experience.
¹Review the Altruist LLC Fee Schedule, available on altruist.com/legal, for information regarding fees and expenses associated with the Model Marketplace. For information on fees and expenses associated with Altruist Financial LLC, view the Altruist Financial LLC Fee Schedule.
The average price of a turnkey asset management program (“TAMP”) is estimated to be 0.45bps – 0.50bps as of November 2024. This estimate is based on publicly available pricing information for TAMP providers (including AssetMark, Envestnet, and Orion) and other industry sources[1], [2]. Altruist offers products through its Model Marketplace which RIAs may choose to use as an alternative to TAMPs, but these products are designed differently and may not include all features or services typically offered by other TAMP providers. As such, cost comparisons may not fully account for differences in features, services, or usage.
“
Altruist is faster to use, easier to use, and clients have commented on a better overall experience.”
Derek Notman, Intrepid Wealth Partners
This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). The promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.
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