Western Wealth Management LLC
Assets Under Management
$3.9B
Number of Clients
8,964
Number of Advisors
107
Average Client AUM
$440K
AUM per Advisor
$36.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WWM provides investment advisory services to individuals and other clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. They manage accounts on a discretionary or non-discretionary basis and may recommend third-party managers. WWM also offers access to LPL Financial sponsored advisory programs.
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
Location
14143 Denver Pkwy.,, Ste 450, Golden, CO, 80401