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.
423 South Cascade Avenue, Colorado Springs, CO, 80903
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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 →Dustin is an investment advisor representative (IAR) with Altus Wealth Group, LLC, dedicating nearly full-time to serving clients. He also manages several investment-related and non-investment related entities, including commercial rental properties and non-profit organizations, taking minimal time overall.