Charles Edward Rhoades

18 Years of Experience

1 DisclosureBroker

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingBusiness OwnersHigh Net Worth

Western Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

107 advisors

Number of Clients

8,964 clients

Average Client Portfolio

$440K average

Assets Under Management

$3.9B

Fee Structure

Minimum Investment:$5K

Location

14143 Denver West Pkwy Ste 450, Golden, CO, 80401

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History

Regulatory History (1)

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Customer Dispute

February 2013

Settled

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Other Business Activities

Charles provides investment advisory services through Western Wealth Management, LLC, dedicating about a quarter of his time. He also has a business entity for tax/investment purposes and a DBA for his LPL business.