Aspentree Capital Corporation

Fee-Only (% of Portfolio)

AspenTree Capital Corporation specializes in covered call and put option writing strategies for equity portfolios. This involves selling call options on stocks already owned and selling put options to potentially acquire stocks at a lower price. The goal is to enhance returns through option premiums and dividends while managing risk. AspenTree provides personalized service, tailoring portfolios to individual client objectives and risk tolerance. Clients are expected to have a diversified portfolio of stocks, bonds, and cash, with AspenTree's strategy as a component.

Assets Under Management$40M
Clients29
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$40M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable in appropriate situations.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm