Charles Hellums is a registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 9 years of industry experience. Charles 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
14143 Denver Pkwy.,, Ste 450, Golden, CO, 80401
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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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Charles is involved in several farming ventures and real estate rental, dedicating minimal time to each. He also works full-time providing investment advisory services through GPS Wealth Strategies Group LLC and Aspen Wealth Management, which is a DBA for his LPL business.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gps Wealth Strategies Group, LLC
Edward Jones
Edward JonesBroker
Farmers Financial Solutions, LLCBroker
State Registrations7 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.