Model marketplace
Stop overpaying
From client costs to firm revenue, every basis point counts. Model marketplace combines turnkey portfolios, built-in tax management, and personalized indexing, without layered fees or separate account structures.
500+ models from best-of-breed asset managers
Full-service models. Fraction of the cost.
Altruist is a custodian built for independent financial advisors. Model marketplace brings together turnkey portfolios, built-in tax management, and personalized indexing in one integrated advisor experience.
Low, transparent fees
Access curated portfolios without layered platform fees or hidden markups. Altruist Personalized Indexing is built into custody, with no subadvisor contracts or separate account structures.
Built-in tax management
Automated tax-loss harvesting and tax-sensitive rebalancing work across model marketplace portfolios and personalized index models, helping improve after-tax outcomes at scale.
Flexible investment strategies
Choose from turnkey models, direct indexing strategies, and fully customizable personalized index portfolios—with exclusions and values screens powered by Smartleaf + MSCI, and real-time analytics included.
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 direct and personalized indexing features are easy to use, offer powerful capabilities, very competitive pricing, and I’m excited about how they will help my clients better align their investments with their values.”
Dominic Dougherty, Advising For Life
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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