Levi Knutson
Levi Knutson is a CFP-designated registered investment advisor at Western Wealth Management LLC, based in Denver, CO, with 10 years of industry experience. Levi 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
3900 E. Mexico Ave, Suite 950, Denver, CO, 80210
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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
Levi holds seminars for student athletes at the University of Colorado at Boulder and dedicates minimal time to this. He also operates through Knutson Financial, Inc. and True Wealth Advisors Inc. for his LPL Financial business, and provides investment advisory services through GPS Wealth Strategies Group, LLC, spending nearly full-time on this activity. Levi also works as a basketball instructor.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Gps Wealth Strategies Group, LLC
LPL Financial LLC
State Registrations6 states
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