Austin Stinson is a CFP-designated registered investment advisor at Altus Wealth Management, LLC, based in Ft. Mitchell, KY, with 11 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 274 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altus Wealth Management charges a percentage of your portfolio each quarter. The fee is based on the investment model you choose and the amount you invest. Fees are negotiable.
- Altus Select (accounts under $300,000): 0.95% per year
- Altus Premier (accounts over $300,000):
- $300,000.01 to $500,000.00: 0.95% per year
- $500,000.01 to $1,000,000.00: 0.90% per year
- $1,000,000.01 to $2,000,000.00: 0.80% per year
- $2,000,000.01 to $3,000,000.00: 0.70% per year
- $3,000,000.01 to $5,000,000.00: 0.60% per year
- Over $5,000,000.01: Negotiable
- Altus Preservation (fixed income, accounts over $300,000):
- $300,000.00 to $1,000,000.00: 0.375% per year
- $1,000,000.01 to $3,000,000.00: 0.250% per year
- Over $3,000,000.01: Negotiable
Location
2500 Chamber Center Drive, Suite 202, Ft. Mitchell, KY, 41017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Altus Wealth Management, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations3 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.