Steven Hinkle
Steven Hinkle is a registered investment advisor at Western Wealth Management LLC, based in Greenwood Village, CO, with 48 years of industry experience. Steven 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
5251 DTC Parkway, Suite 1045, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Regulatory
January 2016Other Business Activities
Steven is associated with SRH Financial, Inc. He spends minimal time on this activity.
Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
Ntb Advisors, a Division of Ntb Financial Corporation
Ntb Financial CorporationBroker
Dynasty Capital Management, INC
Dynasty Capital Partners, INC.Broker
J.P. Turner & Company, L.L.C.Broker
Schneider Securities, INC.Broker
Global Capital Securities CorporationBroker
Wall Street West, INC.Broker
Dain, Bosworth IncorporatedBroker
Bosworth Sullivan & Company IncorporatedBroker
State Registrations1 state
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.