The Western Wealth Group, INC.

Fee-Only (% of Portfolio)

The Western Wealth Group is a registered investment advisor based in Greenwood Village, Colorado, offering customized investment management and financial planning services. The firm builds portfolios primarily using mutual funds and exchange-traded funds, tailored to each client's specific investment goals, risk tolerance, and time horizon. Alongside investment oversight, The Western Wealth Group provides financial planning that covers investment strategies, retirement planning, personal savings, and education funding. The firm operates as a fiduciary, meaning they are legally required to act in your best interest, and primarily serves individuals, high-net-worth individuals, trusts, and estates.

Assets Under Management$110M
Clients61
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$110M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiated or waived at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

The Western Wealth Group, INC. - Fees, AUM & Advisors | TrueAdvisor