Aspen Grove Capital offers customized family office services and asset management for high-net-worth individuals and families. The firm tailors financial planning to each client's specific needs, covering retirement, tax strategies, estate planning, insurance, charitable giving, and family education. For family office clients, Aspen Grove designs customized investment policies and allocates assets among independent managers who have day-to-day responsibility for active discretionary management, while also providing bill payment and coordination of professional services like legal and tax planning. For clients who do not need full family office services, Aspen Grove offers asset management services by selecting and managing exchange-traded securities and bonds directly. Additionally, Aspen Grove acts as the investment advisor for private funds that invest in alternative investments and private equity. The firm operates as a registered investment advisor and acts in a fiduciary capacity, putting clients' best interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Asset management fees range from 0.60% to 0.90% of assets under management. Family office services clients pay negotiated fixed fees ranging from $50,000 to $1,000,000 per year.