DB
CFP

Dustin Larry Bench

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
779 clients
Average Client Portfolio
$735K average
Assets Under Management
$572.6M

Fee Structure

Minimum Investment:$250K
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:Up to $250/hr

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
Investment ManagementEstate PlanningTax PlanningCharitable GivingHigh Net WorthBusiness Owners
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Advisor Information

Office location

423 South Cascade Avenue, Colorado Springs, CO, 80903

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

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.

Employment History
Current Registrations
Altus Wealth Group, LLC
May 2017 - Present · 8 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2017 - Present · 8 yrs 8 mos
Previous Registrations
Morgan Stanley
June 2009 - May 2017 · 7 yrs 11 mos
Morgan Stanley Broker
June 2009 - May 2017 · 7 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2004 - April 2007 · 3 yrs
Morgan Stanley Dw INC.Broker
January 2004 - April 2007 · 3 yrs 3 mos
PFS Investments INC. Broker
June 2003 - December 2003 · 6 mos
State Registrations14 states
ALAZCACODEFLMDNCNMNVTXUTVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.