About My Practice
Altius Financial Advisors, LLC (Altius) is an independent, fee-only, financial advisory firm that provides thoughtful and objective advice to its clients and manages their investments with the highest levels of care and skill.
We offer two services: (a) stand-alone financial planning: develop a financial plan for you that covers one or more areas of personal finance that apply to you, and (b) financial management: develop a financial plan for you and manage your investments using exchange-traded funds (ETFs) and mutual funds.
For financial planning, we charge a flat fee based on the complexity of the plan. For financial management, we charge a fee to develop your plan and a fee to manage your investments that's based on the size of the managed portfolio. Financial management clients pay a reduced fee for their financial plans compared to stand-alone financial planning clients. The reduction in their fee is based on the size of the managed portfolio.
Altius has been providing financial advice and managing investment portfolios since 2002. Since that time, we have advised many clients on financial matters, developed numerous financial plans and built our portfolio of managed assets.
Prior to starting Altius, Mehmood Nathani was the Assistant Treasurer at Fannie Mae, where he was responsible for the company's debt, derivatives and hedging programs.
Mehmood has a Bachelors degree in Commerce from St. Xavier’s College, Calcutta, India and an MBA from Cornell University. He's a CFP® professional, a Chartered Financial Analyst (CFA) and an Associate Chartered Accountant (India).
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
- Other - Associate Chartered Accountant
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