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Colton Jackson

Aspen Creek Wealth Management, LLC
4 Years of Experience
Meridian, ID
Sells Insurance
View SEC Summary
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Colton Jackson is a registered investment advisor at Aspen Creek Wealth Management, LLC, based in Meridian, ID, with 4 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 110 clients with $38M in assets under management.

Aspen Creek Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
110 clients
Average Client Portfolio
$350K average
Assets Under Management
$38.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.25% to 1.00% annually and are negotiable. Third-party manager fees may add 0.30% to 0.60% for a total fee between 0.55% and 1.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Meridian, ID

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Colton owns Jackson Financial Inc. to facilitate payment of financial consulting and insurance compensation, dedicating nearly full-time hours to it. He also owns Timber and Slate LLC for business investment and is a partner in OmniCrete LLC, though he doesn't participate in its operations.

Employment History
Current Registrations
Aspen Creek Wealth Management, LLC
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Desert Rose Capital Management, INC.
January 2022 - March 2023 · 1 yr 2 mos
Tyler Wealth Management, LLC
February 2021 - December 2021 · 10 mos
State Registrations2 states
IDTX
Advisor

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.

Exams
No exam information available for this advisor.
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