Western Wealth Management operates as a network of independent financial advisors across Colorado and the United States, offering comprehensive portfolio management, financial planning, retirement plan consulting, and specialized account services. The firm provides discretionary and non-discretionary investment management, building customized portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds. In addition to direct portfolio management, Western Wealth Management offers access to third-party money managers and sponsored programs through LPL Financial. The firm's financial planning services cover a broad spectrum of topics including retirement, tax strategies, estate planning, education funding, and divorce financial planning. Western Wealth Management primarily serves individuals, high-net-worth individuals, charitable organizations, businesses, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.