John Trujillo is a CFP-designated registered investment advisor at West End Wealth Management, LLC, based in Denver, CO, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 53 clients with $170M 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 | 1.25% |
The fee is negotiable at the sole discretion of the firm.
Fee Estimator
Location
8055 E. Tufts Avenue, Suite 830, Denver, CO, 80237
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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.
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John is the President of the Board of Directors & Foundation at Arapahoe Community College, a role for which he receives no compensation and spends minimal time. He also owns Trujillo Pottery, LLC, where he creates and sells pottery, dedicating about 10% of his time, and is a member of the Investment Committee for Women's Foundation of Colorado, spending about 10% of his time with no compensation.
Employment History
Current Registrations
West End Wealth Management, LLC
State Registrations2 states
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