JJ

John Franklyn Lutz JR

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
581 clients
Average Client Portfolio
$489K average
Assets Under Management
$284.3M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$500 - $5,000

AWM is compensated for advisory services on a fee basis based on the total value of assets under management. The basic fee structure ranges from approximately 1% to 2% annually, paid quarterly. Fees are negotiable depending on the scope and complexity of the client's circumstances. Financial planning fees range from $500 to $5000, determined by the complexity of the plan. AWM generally has a minimum account size of $100,000, but this can be negotiated.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

118 E. 9th St., Casper, WY, 82601

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Regulatory History (1)
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Employment Separation After Allegations
September 2009
Other Business ActivitiesSells Insurance

John sells life insurance, long-term care, and variable annuities, but this represents less than 1% of his business.

Employment History
Current Registrations
American Wealth Management, INC.
December 2011 - Present · 14 yrs 1 mo
Previous Registrations
Yellowstone Partners
December 2009 - December 2011 · 2 yrs
Wells Fargo Investments, LLC
January 2002 - October 2009 · 7 yrs 9 mos
State Registrations7 states
AZCOSCTXWAWVWY
Advisor
Exams
No exam information available for this advisor.