Ronald Vermillion
Ronald Vermillion is a registered investment advisor at Western Wealth Management LLC, based in Elizabeth, CO, with 35 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
Elizabeth, CO
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Regulatory 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.
Learn about disclosures →Other Business Activities
Ronald operates under several DBAs for his LPL business, including Colorado Financial Partners, LLC and Western Wealth Advisors. He also provides investment advisory services through Western Wealth Management LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
Park Avenue Securities LLCBroker
Allstate Financial Services, LLCBroker
Sunamerica Securities, INC.Broker
Nylife Distributors INC.Broker
Sunamerica Capital Services, INC.Broker
Sunamerica Securities, INC.Broker
Security Distributors, INC.Broker
Colonial Investment ServicesBroker
Colonial Investment Services, INC.Broker
Mountain States Venture Capital CorporationBroker
Sierra-Pacific Securities,inc.Broker
Energy Methods Securities CO., INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.