Aspen Financial Solutions manages investment portfolios for individuals, high-net-worth individuals, and charitable organizations. The firm focuses on building long-term, low-cost, index-based asset allocations using mutual funds, equities, fixed-income securities, Exchange-Traded Funds, and non-U.S. securities, predominantly utilizing funds from Dimensional Fund Advisors. Aspen Financial Solutions creates customized investment policies based on each client's specific goals, time horizon, and risk tolerance, and has the authority to execute trades without prior client approval. The firm operates as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable under certain circumstances at the firm's discretion. Multiple accounts for a single client may be aggregated.