Kellie Beiers is a registered investment advisor at Aspen Wealth Strategies, LLC, based in Arvada, CO, with 12 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 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 | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.65% |
| $2.5M - $3.0M | 0.45% |
| $3M+ | 0.45% |
Rates shown are for Aspen Private Wealth Services. Standalone investment management uses a separate schedule starting at 1.25% for the first $500K. Specific model portfolios are available at 0.25% (Rainy Day) and 0.40% (Municipal Bond). Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
8333 Ralston Road,, Suite 2, Arvada, CO, 80002
Get directionsHistory
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
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.
Exams
More Advisors
- Stephanie Mcelheny, CFPAspen Wealth Strategies, LLC
- Robert Persichitte, CFPDelagify Financial
- Richard Simms, PFSKestra Advisory Services, LLC
- Cassidy Murphy, CFPFiduciary Financial Group, LLC
- Martin Kollmorgen, CFASerenity Alternative Investment Management, LLC
- Benjamin Hewitt, CFPEdward Jones