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Brenda Lammers

3 Years of Experience

Brenda Lammers is a registered investment advisor at Altus Wealth Group, LLC, based in Colorado Springs, CO, with 3 years of industry experience. Brenda 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
779 clients
Average Client Portfolio
$735K average
Assets Under Management
$572.6M

Fee Structure

Minimum Investment:$250K

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.

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Location

423 South Cascade Avenue, Colorado Springs, CO, 80903

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History

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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Employment History
Current Registrations
Altus Wealth Group, LLC
May 2022 - Present · 3 yrs 11 mos
State Registrations2 states
COTX
Advisor

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.

Exams
No exam information available for this advisor.