John Crosier
John Crosier is a registered investment advisor at Aspen Capital Management LLC, based in Saint George, UT, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 243 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fee Estimator
Location
1173 South 250 West, Suite#105, Saint George, UT, 84770
Get directionsHistory
Regulatory History (3)
Regulatory
January 2023Customer Dispute
February 2022Regulatory
March 2018Other Business ActivitiesSells Insurance
John owns Crosier Financial, where he provides health, life, and disability insurance, dedicating about a quarter of his time. He also owns Aspen Capital Management, spending nearly full-time as a TPAM through an investment advisor.
Employment History
Current Registrations
Aspen Capital Management LLC
Previous Registrations
World Choice Securities, INC.Broker
Girard Securities, INC.Broker
My Investment Advisor, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.