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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated or waived at the sole discretion of the firm.