Leo Kraunelis is a CFA-designated registered investment advisor at Aspen Grove Capital, LLC, based in Avon, CO, with 7 years of industry experience. Leo 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.
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Current Registrations
Aspen Grove Capital, LLC
State Registrations1 state
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