Blake Wilson is a registered investment advisor at Aspen Wealth Strategies, LLC, based in Arvada, CO, with 1 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 363 clients with $310M 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 $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.65% |
| $2.5M - $3.0M | 0.45% |
| $3M+ | 0.45% |
Rates shown are for Aspen Private Wealth Services. Standalone investment management uses a separate schedule starting at 1.25% for the first $500K. Specific model portfolios are available at 0.25% (Rainy Day) and 0.40% (Municipal Bond). Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
8333 Ralston Road,, Suite 2, Arvada, CO, 80002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aspen Wealth Strategies, LLC
State Registrations1 state
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Exams
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