MA
MA

Michael Akins

27 Years of Experience
Golden, CO

Michael Akins is a registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 27 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
8,964 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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%.

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Location

14143 Denver Pkwy.,, Ste 450, Golden, CO, 80401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is the owner of Akins Financial, a Registered Investment Advisor (RIA), dedicating about a quarter of his time to providing financial planning and consulting services. He also works as a Mortgage Loan Officer for MAC5 Mortgages, Inc., spending minimal time on this activity.

Employment History
Current Registrations
Western Wealth Management LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Akins Financial, LLC
August 2016 - June 2022 · 5 yrs 10 mos
LPL Financial LLCBroker
January 2009 - June 2016 · 7 yrs 5 mos
LPL Financial LLC
January 2009 - June 2016 · 7 yrs 5 mos
United Securities Alliance, INC.
April 2007 - December 2008 · 1 yr 8 mos
United Securities Alliance, INC.
April 2007 - December 2007 · 8 mos
Royal Alliance Associates, INC.Broker
March 2007 - December 2008 · 1 yr 9 mos
Royal Alliance Associates, INC.
March 2007 - December 2008 · 1 yr 9 mos
United Securities Alliance, INC.
August 2005 - March 2007 · 1 yr 7 mos
United Securities Alliance, INC.Broker
June 2005 - March 2007 · 1 yr 9 mos
PFS Investments INC.Broker
April 1998 - May 2005 · 7 yrs 1 mo
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.