Advisor at Western Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Western Wealth Management LLC
Location
Broomfield, CO 80020
Credentials
Series 66
Industry experience
7 years
Cameron Dye is a Series 66-licensed financial advisor with Western Wealth Management LLC, based in Broomfield, CO, and has seven years of industry experience. He has been with Western Wealth Management and LPL Financial since 2019. Outside of his advisory role, he coaches and trains amateur athletes through Peak Athletic Collective. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, and retirement plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors and employs a range of investment strategies across multiple asset classes.
Based on Western Wealth Management LLC
Based on Western Wealth Management LLC
Flat fees ranging from $100 to $10,000 for financial planning and consulting services; flat fees up to 2.5% of AUM may also be applied for portfolio management in certain circumstances.
$0+: Up to 3.0% annually for Comprehensive Portfolio Management (maximum) - negotiable and may be flat fee or percentage-based $10,000 - $249,999: Up to 2.5% annually for LPL Optimum Market Portfolios Program (OMP) $250,000+: Up to 2.5% annually for LPL Personal Wealth Portfolios Program (PWP) $10,000+: Up to 2.5% annually for LPL Model Wealth Portfolios Program (MWP) $50,000+: Up to 3.0% annually for LPL Manager Access Select Program (MAS) $100,000+: Up to 3.0% annually for LPL Manager Access Network (MAN) $5,000+: 1.4% annually for LPL Guided Wealth Portfolios Program (GWP)
Some IARs are registered representatives of LPL and may earn commissions on securities sales.
$100 to $1,000 per hour for financial planning and consulting services.
Account minimum: $5,000 Fee-only: Financial planning fees range from $100 to $10,000 flat fee; hourly fees range from $100 to $1,000 per hour; ongoing fees available with automatic renewals.
340 E 1st Ave, Suite 310
Broomfield, CO 80020
Colorado
Western Wealth Management, LLC
2019 - Present (7 years)
LPL Financial, llc
2019 - Present (7 years)
Cam Dye Racing, LLC
2013 - 2018 (5 years)
Rallysport Health And Fitness Club
2000 - 2018 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 65
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Series 66
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Aviator Wealth Group
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Series 65
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Kyso Financial
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