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Marti Brust

23 Years of Experience
Denver, CO

Marti Brust is a registered investment advisor at West End Wealth Management, LLC, based in Denver, CO, with 23 years of industry experience. Marti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 53 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
53 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$170.4M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

The fee is negotiable at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8055 E. Tufts Avenue, Suite 830, Denver, CO, 80237

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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

Marti is a board member and co-chair of fundraising for Girls Incorporated of Metro Denver, a non-profit organization, since 2010. Marti is also a board member for Make-A-Wish Colorado, dedicating minimal time to this role.

Employment History
Current Registrations
West End Wealth Management, LLC
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Umb Financial Services, INC.
March 2006 - July 2015 · 9 yrs 4 mos
American Express Financial Advisors, INC.
November 2001 - June 2005 · 3 yrs 7 mos
State Registrations2 states
COTX
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.