John Lutz
John Lutz is a registered investment advisor at American Wealth Management, INC., based in Casper, WY, with 24 years of industry experience. John 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 565 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Basic fee structure ranges from approximately 1% to 2% annually, paid quarterly. Fees are negotiable based on client circumstances.
Fee Estimator
Location
118 E. 9th St., Casper, WY, 82601
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2009Other Business ActivitiesSells Insurance
John sells life insurance, long-term care, and variable annuities, but this represents less than 1% of his business.
Employment History
Current Registrations
American Wealth Management, INC.
Previous Registrations
Yellowstone Partners
Wells Fargo Investments, LLC
State Registrations7 states
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
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