Kurt Grimmer is a registered investment advisor at American Wealth Management, INC., based in Alpharetta, GA, with 13 years of industry experience. Kurt 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
3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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