Kellie Beiers is a registered investment advisor at Aspen Wealth Strategies, LLC, based in Arvada, CO, with 11 years of industry experience. Kellie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 363 clients with $310M 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 | 1.25% |
| $500K - $1000K | 0.65% |
| $1.0M - $1.5M | 0.55% |
| $1.5M - $2.0M | 0.45% |
| $2.0M - $2.5M | 0.35% |
| $2.5M - $3.0M | 0.25% |
| $3M+ | 0.25% |
Fees may be negotiable. Aspen also offers two specific model portfolios to Clients which deter from the investment advisory fee schedule listed above. Clients who utilize these models will pay the Advisor a monthly investment advisory fee in accordance with the fee schedule listed below: - Aspen Rainy Day Portfolio: 0.25% annually - Aspen Municipal Bond Portfolio: 0.40% annually
Fee Estimator
Location
8333 Ralston Road,, Suite 2, Arvada, CO, 80002
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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 Strategies, LLC
Previous Registrations
Chasefield Capital INC.
Merrill Lynch Pierce Fenner & Smith INC.
UBS Financial Services INC.
State Registrations1 state
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