Alex Lutz is a registered investment advisor at American Wealth Management, INC., based in Casper, WY, with 3 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 565 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM's fees for managed accounts range from 1% to 2% annually, paid quarterly, based on the account value at the end of the quarter. Fees are negotiable depending on the client's circumstances. Raymond James custodied accounts may incur custodial transaction costs.
Location
118 E 9th St, Casper, WY, 82601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
American Wealth Management, INC.
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
State Registrations1 state
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