Aspen Leaf Wealth Management, PBC is a registered investment advisor based in Golden, Colorado, organized as a public benefit corporation and certified B Corp. Aspen Leaf Wealth Management offers comprehensive wealth management, which combines discretionary investment management and financial planning, as well as standalone asset management. The firm utilizes strategic analysis with an emphasis on asset allocation and incorporates specialized environmental, social, and governance screening software to align portfolios with sustainable values. Aspen Leaf Wealth Management primarily serves individuals, families, trusts, estates, and small businesses.
Assets Under Management$99M
Clients92
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.70% |
Fees for amounts greater than $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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