Anna Graff is a registered investment advisor at Western Wealth Management LLC, based in Denver, CO, with 3 years of industry experience. Anna 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
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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
3900 E. Mexico Ave, Ste 950, Denver, CO, 80210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anna provides investment advisory services through GPS Wealth Strategies Group, LLC, starting in January 2023, and dedicates full-time hours to this activity. She also operates under the DBA True Wealth Advisors Inc. for her LPL business since July 2018.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Gps Wealth Strategies Group, LLC
State Registrations1 state
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