Aspen Financial is a registered investment advisor founded in 1997 and based in Snowmass Village, Colorado. Led by sole owner John M. Coulter, the firm specializes in investment management and portfolio supervision for individuals and high-net-worth clients. Aspen Financial utilizes fundamental and technical analysis, including short-term swing trading strategies, to build customized portfolios tailored to each client's specific goals, risk tolerance, and time horizon. The firm operates on a fee-based model, charging a percentage of the value of your portfolio, and does not sell commissioned products like insurance policies, annuities, or mutual funds. Client assets are held with independent third-party custodians, and the firm maintains discretionary trading authority to manage investments on your behalf.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are based on a maximum annual percentage of 1.50% of the value of your portfolio and are negotiable based on factors such as historical relationship, account size, and composition.