Gary Mangelsdorf
Gary Mangelsdorf is a registered investment advisor at Western Wealth Management LLC, based in Lakewood, CO, with 30 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.
Fee Estimator
Location
12265 Bayaud Ave, Suite 230, Lakewood, CO, 80228
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2007Other Business Activities
Gary has a personal S-corp for tax/investment purposes, but spends no time on it. He also operates under the DBA Colorado Financial Partners LLC and spends about half his time as a registered investment advisor with Western Wealth Management, LLC.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
LPL Financial LLC
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Prudential Securities IncorporatedBroker
State Registrations17 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.
Exams
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