Modern, technology-driven investment management tailored to you.
Each portfolio is aligned to your goals and risk tolerance—no cookie-cutter models.
Answer a few questions. Sign. Fund. Done. No paperwork chase or waiting weeks.
We charge a simple 1% annual fee based on assets under management. Nothing hidden.
Whether you're saving for retirement, education, or business growth—choose the structure that fits.
No minimums. No transfer limits. Just more interest for your money.
Altruist Financial LLC is not a bank. APY is variable and subject to change.
FDIC Insurance: Up to $1M for individual accounts and $2M for joint accounts via Altruist’s bank network. FDIC coverage is provided by participating banks, subject to applicable limits. Visit FDIC.gov for details.
APY Disclaimer: The 4.00% Annual Percentage Yield is variable and may change. Interest accrues daily and is credited monthly. Yields depend on rates offered by partner banks.
Program Info: Cash is deposited in an account with one or more Program Banks via Altruist Financial LLC. Funds are not FDIC-insured until received by a Program Bank.
Access: Altruist Cash accounts cannot trade securities. Clients must transfer funds to an investment account to initiate trading. RIA relationship required.