Abby Mason is a registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 3 years of industry experience. Abby 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
14143 Denver Pkwy.,, Ste 450, Golden, CO, 80401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Abby operates her LPL business under the DBAs Western Wealth Advisors and Western Wealth. She also provides investment advisory services through Western Wealth Management LLC, and tutors math, and is an adjunct faculty member at Colorado School of Mines, dedicating about 10-20% of her time to the latter two activities.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations1 state
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