Rachel Kuss is a registered investment advisor at Western Wealth Management LLC, based in Durango, CO, with 20 years of industry experience. Rachel 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
3710 Main Ave Ste 101, Durango, CO, 81301-4033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel operates under several DBAs for her LPL business, including Western Wealth Management, Kennebec Wealth Management, and Investment Center located at Credit Union of Colorado, dedicating about a quarter of her time to the latter. Rachel also performs data entry for a CPA firm (Gervais & Associates) and works as a notary, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 states
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