Ross Billows is a registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 21 years of industry experience. Ross 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
14143 Denver West Pkwy Ste 450, Golden, CO, 80401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ross operates his LPL business under the DBA Billows Financial and owns 5280 Beach House, LLC, a real estate rental. He also provides investment advisory services through Western Wealth Management, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations10 states
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