Courtney Ringlein is a registered investment advisor at Aspen Grove Capital, LLC, based in Avon, CO, with 3 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 42 clients with $6.7B 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% |
Asset management fees range from 0.60% to 0.90% of assets under management. Family office services clients pay negotiated fixed fees ranging from $50,000 to $1,000,000 per year.
Fee Estimator
Location
137 Benchmark Road Suite C103B-2, 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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Exams
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