Aspen Financial Management provides investment advice to clients based on their individual needs. Services include portfolio management and financial planning, taking into account the client's financial situation, investment objectives, and risk tolerance. Aspen recommends investments such as money market funds, exchange traded funds, mutual funds, stocks, and bonds. Financial plans are consistent with the client's financial and tax status, and risk/reward objectives. Aspen may refer clients to other professionals for tax or legal advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable for combined client household accounts of $5,000,000 or more, Aspen employees and investment advisor representative employees and family accounts, nonprofit entities, and non-discretionary defined contribution plans.