Brandon Simpson is a registered investment advisor at Aspen Wealth Advisors LLC, based in Dallas, TX, with 5 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 11 clients with $2.7M 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 $100K | 1.25% |
| $100K - $400K | 1.00% |
| $400K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Dallas, TX
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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
Brandon operates under the DBA Brandon Simpson, generating passive real estate income from rental properties he owns since 2013. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Aspen Wealth Advisors LLC
State Registrations1 state
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