Kurt Grimmer is a registered investment advisor at American Wealth Management, INC., based in Alpharetta, GA, with 14 years of industry experience. Kurt 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
3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005
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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
Kurt is a commissioner for the Peninsula Metropolitan Park District since 2019, dedicating a few hours per week to govern and oversee its operation. He also serves as a commissioner for the Tacoma Narrows Airport Advisory Commission since 2019, spending minimal time attending quarterly meetings and making recommendations.
Employment History
Current Registrations
American Wealth Management, INC.
Previous Registrations
American Wealth Management, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward Jones
Edward JonesBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations4 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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