Daniel David Ellis

Western Wealth Management LLC

25 Years of Experience

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Firm Information

Western Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

107 advisors

Number of Clients

8,964 clients

Average Client Portfolio

$440K average

Assets Under Management

$3.9B

Fee Structure

Minimum Investment:$5K

Financial Plan Fee:$100 - $10,000

Hourly Rate:$100 - $1,000/hr

Fees vary depending on the service. Comprehensive Portfolio Management has a maximum fee of 3.0% of assets under management, but may be a flat fee not to exceed 2.5% of AUM or a negotiated flat rate. Financial planning fees range from $100 to $1,000 hourly or $100 to $10,000 flat. Portfolio Monitoring has a maximum fee of 0.3% of monitored assets. Fees are negotiable and will be detailed in the client agreement.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningDivorce PlanningReal Estate InvestingBusiness OwnersHigh Net Worth

Advisor Information

Office location

14143 Denver West Pkwy Ste 450, Golden, CO, 80401

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2016

Denied

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Other Business ActivitiesSells Insurance

Daniel co-owns multiple rental real estate properties and is also involved with Western Wealth Management as a Registered Investment Advisor. He also receives non-variable insurance commissions and is a co-owner of Core Progression, dedicating minimal time to each of these activities.