Assets Under Management
$19.8M
Number of Clients
94
Number of Advisors
2
Average Client AUM
$210K
AUM per Advisor
$9.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Aspen Financial Management, Inc. provides investment advisory services including portfolio management and financial planning. Client services are based on individual needs and risk profiles. Investment products recommended include money market funds, ETF/mutual funds, stocks, and bonds. Financial plans may be comprehensive or segmented, focusing on investments, insurance, tax planning, and/or estate plans.
| Assets Under Management | 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 adviser representative employees and family accounts, nonprofit entities, and non-discretionary defined contribution plans. Clients can combine multiple household accounts to receive lower tiered fee schedule.
WA, United States