Nancy Mercado is a CFP, ChFC-designated registered investment advisor at Altus Wealth Group, LLC, based in Colorado Springs, CO, with 34 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 779 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altus Wealth Group charges a fee based on a percentage of the assets they manage or a flat dollar fee. The maximum annual advisory fee is 2.00%. The specific fee is set forth in your Investment Advisory Agreement and may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon. Fees are billed quarterly in advance, based on the account asset value.
Location
423 South Cascade Avenue, Colorado Springs, CO, 80903
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Regulatory History
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.
Employment History
Current Registrations
Altus Wealth Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations14 states
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