Dustin Bachtel
Dustin Bachtel is a registered investment advisor at Alexander Capital Wealth Management LLC, based in Glasgow, MO, with 3 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 621 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACWM offers investment management through wrap fee programs. The annual management fee is negotiated with each client and ranges from 0.25% to 2.00% of the value of your portfolio. The fee includes money management, certain transaction costs, and custodial and administrative costs. There is no minimum fee for investing on the Envestnet | Placemark platform. The advisory fee is negotiable, depending on individual client circumstances. In some cases, ACWM may charge a fixed fee for portfolio management, which will be negotiable.
Location
518 First Street, Glasgow, MO, 65254
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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 ActivitiesSells Insurance
Dustin is a self-employed insurance producer since 2021, dedicating a few hours per week to selling insurance products. He also works as an investment advisor for Alexander Capital Wealth Management, spending nearly full-time hours on this role.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.Broker
State Registrations10 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.