Benjamin Jennings
Benjamin Jennings is a registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 13 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. 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
14143 Denver Pkwy.,, Ste 450, Golden, CO, 80401
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2024Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INCBroker
State Registrations25 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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