Brent Hablutzel
Brent Hablutzel is a registered investment advisor at Western Wealth Management LLC, based in Greenwood Village, CO, with 22 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
5251 DTC Parkway, Suite 1045, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2022Employment Separation After Allegations
July 2022Customer Dispute
May 2015Other Business Activities
Brent owns two residential investment properties, one since 2008 and the other since 2015. He spends minimal time on these activities.
Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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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