Deana Lehman
Deana Lehman is a registered investment advisor at Western Wealth Management LLC, based in Red Feather Lakes, CO, with 20 years of industry experience. Deana 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
Red Feather Lakes, CO
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Regulatory History (1)
Customer Dispute
November 2008Employment History
Current Registrations
Western Wealth Management LLC
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LPL Financial LLC
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State Registrations53 states
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