Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on an annual percentage of assets under management or a flat dollar fee, billed quarterly in advance. The maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. Wealth planning fees range from $1,000 to $10,000, determined by the complexity of the financial situation and agreed-upon deliverables. Consulting services are also offered, with fees negotiated based on the project's extent and complexity.
Areas of Practice
Advisor Information
Office location
423 South Cascade Avenue, Colorado Springs, CO, 80903
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nancy is a Managing Member of Altus Wealth Group, LLC through KDJP Holdings, LLC, dedicating full-time hours to portfolio management, advisory, financial management, and business operations. She also works as a financial advisor for PKSF, spending minimal time searching and providing rates for fixed annuities, and is the owner of KDJP Holdings, LLC. Finally, Nancy is a managing partner of Peep Ventures, LLC, spending minimal time as the owner and operator of buildings for commercial rental.