Robert Lettin
Robert Lettin is a registered investment advisor at Lettin Wealth Management Group, INC., based in Centennial, CO, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The aggregate management fee received by LWMG and MM will not exceed 1.90% annually. Fee is negotiable based on the amount of assets and the Model Portfolio chosen.
Fee Estimator
Location
9033 Easter Place, Suite 105, Centennial, CO, 80112
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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 →Employment History
Current Registrations
Lettin Wealth Management Group, INC.
State Registrations4 states
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