Scott Rothmeyer is a registered investment advisor at Trustage Investment Management, based in Denver, IA, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 363 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TruStage Investment Management's fees for unaffiliated clients are negotiable, ranging from 0.10% to 1.00% annually of the market value of the assets managed. The specific fee depends on the nature of the engagement, account size, asset composition, and the complexity of the client's preferences and objectives. Fees are generally billed monthly or quarterly in arrears and are typically non-refundable.
Location
Denver, IA
Get directionsHistory
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 Activities
Scott's spouse owns and operates a boutique clothing store, Simply Chic LLC, and Scott provides general support and business management. This includes handling filings, paying fees, and establishing relationships with accountants and attorneys, taking a few hours per week.
Employment History
Current Registrations
Trustage Investment Management
CUNA Brokerage Services, INC.Broker
Previous Registrations
CUNA Brokerage Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.