Aspen Creek Wealth Management offers portfolio management, financial planning, consulting, and retirement plan services. The firm builds personalized investment strategies based on each client's goals, time horizon, and risk tolerance, often coordinating with third-party money managers and outsourced investment officers to oversee client portfolios. Financial planning covers areas such as retirement preparation, risk management, survivorship planning, asset allocation, and estate planning. Aspen Creek Wealth Management works with individuals, high-net-worth clients, business owners, and retirement plans, aiming to align all recommendations with its legal duty to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00% annually and are negotiable. Third-party manager fees may add 0.30% to 0.60% for a total fee between 0.55% and 1.60%.