Aspen Leaf Wealth Management offers wealth management and asset management services to individuals, families, trusts, and small businesses. Wealth management combines investment management and financial planning. Asset management focuses on investment implementation without financial planning. Aspen Leaf does not offer financial planning as a standalone service. The firm also provides retirement plan consulting for 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 negotiable for accounts over $3,000,000. Asset Management only clients pay: - Up to $1,000,000: 0.70% - $1,000,000 to $2,000,000: 0.55% - Over $2,000,000: 0.40%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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