Dustin Bench is a CFP-designated registered investment advisor at Altus Wealth Group, LLC, based in Colorado Springs, CO, with 22 years of industry experience. Dustin 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.
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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
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
PFS Investments INC.Broker
State Registrations14 states
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