Cort Barrett is a registered investment advisor at White Aspen Capital LLC, based in Henderson, NV, with 12 years of industry experience. Cort 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, Retirement Planning. Their firm serves 46 clients with $11M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
155 S Water Street, Suite 220, Henderson, NV, 89015
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2015Other Business Activities
Cort is the owner of Andesine Planning, a financial planning business, since 2025. He spends minimal time on the business, producing financial plans for individuals and RIAs.
Employment History
Current Registrations
White Aspen Capital LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
State Registrations3 states
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.