Jonathan White
Jonathan White is a registered investment advisor at Western Wealth Management LLC, based in Broomfield, CO, with 15 years of industry experience. Jonathan 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
340 E 1st Ave., Suite 310, Broomfield, CO, 80020
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Regulatory History (1)
Customer Dispute
February 2022Other Business Activities
Jonathan provides investment advisory services through Western Wealth Management, LLC, dedicating nearly full-time hours to this activity. He also operates under the DBAs Western Wealth Advisors and White Hawk Wealth Management, Inc. for his LPL business.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations4 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.