Dustin Volentine is a registered investment advisor at Amc Wealth Management, LLC, based in West Monroe, LA, with 2 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 101 clients with $75M 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 | 1.00% |
Fees are negotiated and do not exceed 1.00% annually. The fee for a client with low financial complexity and/or significant assets under management might be 0.30%, whereas the fee for a client with high financial complexity and/or lower assets under management might be 1.00%.
Fee Estimator
Location
West Monroe, LA
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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.
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Dustin is employed full-time as a plant manager at LKQ corporation and also runs a small cleaning business with his children. These activities are not investment-related and do not impact his advisory services.
Employment History
Current Registrations
Amc Wealth Management, LLC
State Registrations1 state
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.