CE
CFA
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningDivorce PlanningReal Estate InvestingBusiness OwnersHigh Net Worth
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Advisor Information
Office location
14143 Denver Pkwy.,, Ste 450, Golden, CO, 80401
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Western Wealth Management LLC
May 2023 - Present · 2 yrs 8 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.