Mark Durant is a registered investment advisor at Western Wealth Management LLC, based in Lakewood, CO, with 16 years of industry experience. Mark 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
12265 W Bayaud Ave, Suite 230, Lakewood, CO, 80228
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark operates under the DBAs Colorado Financial Partners and Western Wealth Advisors LLC, the latter being an entity for his LPL business and consuming about three-quarters of his time. He also works as a music artist, dedicating about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.