Jeffrey Kirwood is a registered investment advisor at Aspen Grove Capital, LLC, based in Avon, CO, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 39 clients with $5.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees range from 0.60% to 0.90% annually. Certain accounts and/or assets may be excluded from the Management Fee. All fees may be negotiable at the discretion of the adviser, in certain circumstances.
Fee Estimator
Location
90 Benchmark Road, Suite 201, Avon, CO, 81620
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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 →Other Business Activities
Jeffrey is the Vice President of Buglione Productions, a video production business owned by his wife, since 1995. He spends minimal time drafting contracts, invoices, and assisting with tax compliance.
Employment History
Current Registrations
Aspen Grove Capital, LLC
Previous Registrations
Aspen Grove Capital, LLC
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.