Aspen Financial is a fee-based investment management firm that provides ongoing portfolio management services. Aspen Financial does not sell commissioned products. Aspen Financial requires discretionary authority to manage client assets. Investment strategies are tailored to individual client goals, time horizons, and risk tolerance. Clients may impose restrictions on investments.
Assets Under Management$17M
Clients30
Advisors1
Avg. per Client$580K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...