Aspen Investment Management provides continuous advice regarding the investment of your funds based on your individual needs. They analyze your investment goals and objectives and develop your investment policy. Aspen invests your portfolio based on your investment policy. Account management is guided by your stated objectives in the policy, as well as tax considerations. They also use a third-party platform to facilitate the management of held away assets such as defined contribution plan participant accounts, with discretion.
Assets Under Management$450M
Clients256
Advisors5
Avg. per Client$1.8M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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