Aspen Grove Investment Management provides ongoing investment advice tailored to each client's situation. They assess your goals, needs, and current investments to create a suitable investment program. Aspen Grove manages investments for individuals, trusts, estates, businesses, and pension plans. They use fundamental, technical, and charting methods to analyze investments.
Assets Under Management$46M
Clients246
Advisors1
Avg. per Client$190K
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.5M | 0.50% |
| $1.5M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...