Brent Devon Hablutzel

Western Wealth Management LLC

21 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

5251 DTC Parkway, Suite 1045, Greenwood Village, CO, 80111

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Regulatory History (3)

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