Gregory Lessard is a registered investment advisor at Aspen Leaf Wealth Management, Pbc, based in Golden, CO, with 18 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 92 clients with $99M 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 - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.70% |
Fees negotiable for accounts over $3,000,000. Asset Management only clients pay: - Up to $1,000,000: 0.70% - $1,000,000 to $2,000,000: 0.55% - Over $2,000,000: 0.40%
Fee Estimator
Location
14143 Denver West Pkwy, Suite 100, Golden, CO, 80401
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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 Leaf Wealth Management, Pbc
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations2 states
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