Renee Faltings is a registered investment advisor at American Capital Advisory, LLC, based in Ketchum, ID, with 23 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 360 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
500 North Washington, Suite 202, Ketchum, ID, 83340
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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 Activities
Renee is involved in retail sales at PK's Sports. This activity is not investment-related.
Employment History
Current Registrations
American Capital Advisory, LLC
Previous Registrations
Clearrock Capital LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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