Aspen Grove Capital provides customized investment strategies and financial planning to meet each client's specific needs. They offer family office services, including investment policy guidance, allocation among independent managers, and monitoring of alternative investments. Aspen Grove also provides asset management services, selecting and managing exchange-traded securities and bonds for clients who don't need full family office services. They manage private funds available only to accredited investors.
Assets Under Management$5.8B
Clients39
Advisors6
Avg. per Client$150M
Avg. per Advisor$970M
Fee Structure
Minimum Investment:$100M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees range from 0.60% to 0.90% annually. Certain accounts and/or assets may be excluded from the Management Fee. All fees may be negotiable at the discretion of the adviser, in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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