Bryan Boll is a registered investment advisor at Western Wealth Management LLC, based in Greenwood Village, CO, with 21 years of industry experience. Bryan 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 Pkwy, Ste 1045, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan owns a timeshare rental property and Samwise Investments LLC for tax/investment purposes. He also works with Quo Vadis Financial Partners and Western Wealth Management LLC, providing investment advisory services, dedicating a significant amount of time to these activities. Bryan also works as a financial advisor selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Traction Financial Partners
Brighthouse Securities, LLCBroker
Metlife Investors Distribution CompanyBroker
Jackson National Life Distributors LLCBroker
State Registrations25 states
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