Dustin
Bachtel
Alexander Capital Wealth Management LLC
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About this Advisor
Dustin Bachtel is a financial advisor who works out of Glasgow, Missouri with a total of 1 year of relevant experience. Bachtel currently works for Alexander Capital Wealth Management LLC. Their career trajectory has included roles at Self, Arthur Morris Lifestyle Wealth Management, Chariton Valley and Alexander Capital Wealth Management. Bachtel has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Missouri. Alexander Capital Wealth Management LLC is a firm operating out of New York, NY. The firm has offices in 13 locations and a total of 25 financial advisors. It handles $79 million in total assets between its 361 customer accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 361 client accounts, just 9% are held by high-net-worth clients who have more than $1 million in investable assets. Alexander Capital Wealth Management Llc offers portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which services are offered. Fees billed by Alexander Capital Wealth Management LLC can consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alexander Capital Wealth Management LLC Brokerage Details
$78,759,127
25
361
$218,169
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Dustin Bachtel Work History
Dustin has been registered as a financial advisor for 1 years.*
Alexander Capital Wealth Management
Self
Arthur Morris Lifestyle Wealth Management
Chariton Valley
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dustin Bachtel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alexander Capital Wealth Management LLC
Staten Island, NY
Glasgow, MO
Alhambra, CA
Atlanta, GA
New York, NY
New York, NY
New York, NY
New York, NY
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