Aspen Wealth Planners (AWP) is a fee-only firm offering financial planning and investment management to individuals. Financial planning covers areas like cash flow, investments, estate planning, taxes, retirement, and insurance. Investment management includes education, risk analysis, portfolio creation, monitoring, and rebalancing. AWP's services are offered on a non-discretionary basis, meaning they need your approval before making trades.
Fee Structure
Aspen Wealth Planners offers investment management for a quarterly fee based on the value of your investments. The annual fee is 0.90% on the first $999,999. For amounts over $1,000,000, the fee is $9,000 plus 0.20% on the remaining amount. Investment management is included at no additional cost if you have a Retainer Agreement.