Tavis Holsinger is a registered investment advisor at Aspen Wealth Management, INC., based in Overland Park, KS, with 2 years of industry experience. Tavis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 94 clients with $79M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
A minimum fee of $250 per quarter may be assessed for clients (maximum 0.50%). This fee will apply when a client’s asset management accounts total less than $100,000. Fees are negotiable.
Fee Estimator
Location
9300 W. 110th Street, Suite 680, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Aspen Wealth Management, INC.
State Registrations2 states
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