Aspen Capital Management, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. Founded in 2002 and based in Boise, Idaho, the firm focuses on creating tailored financial strategies that include retirement planning, cash flow management, limited tax planning, education funding, and estate planning. Aspen Capital Management operates as a fee-only advisory firm, meaning they do not sell insurance, annuities, or commissioned investment products, and they do not accept referral fees or commissions. The firm builds globally diversified portfolios primarily using low-cost mutual funds and exchange-traded funds. Client accounts are regularly reviewed to ensure they align with stated goals and risk tolerances, and investment advice is delivered through a fiduciary standard, meaning Aspen Capital Management is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees start at 1.00% per year and decline to 0.35% per year based on aggregate assets managed. Fees are negotiable and subject to a minimum quarterly fee of $1,250 ($5,000 annually).