Aspen Financial Solutions offers investment advice to individuals, high-net-worth individuals, and charitable organizations. Aspen creates investment strategies based on each client's goals, risk tolerance, and time horizon. Aspen manages portfolios on a discretionary basis, primarily using low-cost, index-based mutual funds and ETFs. Aspen tailors its services to each client's needs and may create model portfolios.
Assets Under Management$17M
Clients13
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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