© 2023 Altruist Corp

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of securities provided by Altruist Financial LLC.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. 

Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Apex Clearing Corporation.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/

© 2022 Altruist Corp

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Results shown are hypothetical calculations based on software/platform fees only, assuming a 15% annual Assets Under Management (AUM) growth rate and a 10% annual growth rate of number of client accounts. Assumed growth rates are uncorrelated metrics, do not guarantee any level of investment performance or success and actual results will vary. Additional investment-related expenses are not included in this calculation, which would further impact assumed and actual costs.

Altruist’s software subscription fee is independent of AUM and is represented by the Portfolio Accounting Software (PAS) fee of your first 100 client accounts free and $1/account per month thereafter. Additional Brokerage and/or Model Marketplace fees may apply on your clients’ assets. Please see our Subscription Pricing, Brokerage and Model Marketplace fee schedules on altruist.com/legal to learn more. 

1 RIAs with up to 100 client accounts do not incur Altruist’s subscription fee. Keep in mind, Brokerage and/or Model Marketplace Fees may apply on your clients’ assets. See the Subscription Pricing and Fee Schedules to learn more.

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