Peter Pittman is a CFP-designated registered investment advisor at Aspen Leaf Wealth Management, Pbc, based in Golden, CO, with 14 years of industry experience. Peter 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
Tedstrom Wealth Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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