Ali Barghelame
Ali Barghelame is a ChFC-designated registered investment advisor at Western Wealth Management LLC, based in Denver, CO, with 21 years of industry experience. Ali 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
1355 S. Colorado Blvd, Suite 406, Denver, CO, 80222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ali is a co-distributor of Advocare nutritional supplements with his spouse since 2000, dedicating minimal time to this. He also owns investment real estate properties and sells individual and group life and health insurance through Barghelame Wealth Advisors, spending a few hours per week on each of these activities.
Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
Financial Advocates Investment Management
MML Investors Services, LLCBroker
MML Investors Services, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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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