Chad Jensen is a registered investment advisor at Western Wealth Management LLC, based in Saint George, UT, with 21 years of industry experience. Chad 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
912 W. 1600 S. Suite, Suite B102, Saint George, UT, 84770
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad operates under the DBA Cornerstone Wealth Management since 2009 and provides investment advisory services through Western Wealth Management, LLC, dedicating nearly full-time hours to this activity. Chad also owns multiple rental real estate properties, spending minimal time on each.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Beneficial Investment Services, INC.
Beneficial Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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