Aspen Wealth Management offers investment management and financial planning services. Investment management includes analysis, asset allocation, and security selection. Financial planning covers areas like retirement, estate, and tax planning. Aspen tailors portfolios to individual needs and encourages a long-term investment approach. They manage investments for individuals, retirement accounts, and businesses.
Assets Under Management$79M
Clients94
Advisors3
Avg. per Client$850K
Avg. per Advisor$26M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
A minimum fee of $250 per quarter may be assessed for clients (maximum 0.50%). This fee will apply when a client’s asset management accounts total less than $100,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...