Marc Sloter is a CFP-designated registered investment advisor at Western Wealth Management LLC, based in Fort Worth, TX, with 21 years of industry experience. Marc 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
101 Summit Ave, Suite 904, Fort Worth, TX, 76102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc operates Clearfocus, LLC under the DBAs Clearfocus Wealth and Clearfocus Wealth Advisors, which are entities for his LPL business, dedicating full-time hours to these activities. He also provides investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm, spending full-time hours on this activity as well.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wwk Wealth Advisors
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
First Command Bank
First Command Financial Planning, INC.
State Registrations6 states
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