Western Wealth Management (WWM) offers investment advisory services and financial planning to individuals and other clients. WWM has a network of advisors primarily in Colorado, who operate independently under separate business names. WWM provides assistance with investment modeling, marketing, and compliance oversight. Services are offered on a discretionary or non-discretionary basis.
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%.