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CFP

Dustin Bench

Altus Wealth Group, LLC
23 Years of Experience
Colorado Springs, CO
Broker
View SEC Summary
View SEC Summary

Dustin Bench is a CFP-designated registered investment advisor at Altus Wealth Group, LLC, based in Colorado Springs, CO, with 23 years of industry experience. Dustin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Estate Planning, and 6 more. Their firm serves 791 clients with $620M in assets under management.

Altus Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
791 clients
Average Client Portfolio
$784K average
Assets Under Management
$620.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Specific fees are set forth in the Investment Advisory Agreement and may vary based on account size, complexity, activity, or other agreed factors. Fees may be negotiated in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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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Other Business Activities

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
May 2017 - Present · 9 yrs 5 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Morgan Stanley
June 2009 - May 2017 · 7 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2017 · 7 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2004 - April 2007 · 3 yrs
Morgan Stanley Dw INC.Broker
January 2004 - April 2007 · 3 yrs 3 mos
PFS Investments INC.Broker
June 2003 - December 2003 · 6 mos
State Registrations14 states
ALAZCACODEFLMDNCNMNVTXUTVAWY
AdvisorBrokerBoth

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.
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