Robert Elliott is a registered investment advisor at Aspen Gold Financial, based in Brighton, CO, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 14 clients with $3.1M 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 $250K | 0.75% |
| $250K - $500K | 0.75% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $9.0M | 0.50% |
| $9M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
6684 E. 162nd Ave., Brighton, CO, 80602
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 →Other Business ActivitiesSells Insurance
Robert is the owner and occasional consultant for ZMT, Inc., a pump distribution company, dedicating minimal time with no compensation. He is also the President of Aspen Gold Financial, selling financial and insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Aspen Gold Financial
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.