Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
1546 Williams St., Suite 203, Denver, CO, 80218
Get directionsRegulatory 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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Abby operates her LPL business under the DBAs Western Wealth Advisors and Western Wealth. She also provides investment advisory services through Western Wealth Management LLC, and tutors math, and is an adjunct faculty member at Colorado School of Mines, dedicating about 10-20% of her time to the latter two activities.