Aspen Trail Wealth Management offers ongoing portfolio management services to individuals and high-net-worth clients. The firm evaluates each client's current investments relative to their risk tolerance levels and time horizon, utilizing fundamental analysis and long-term investing strategies. Aspen Trail Wealth Management exercises authority to make trades without asking first on client accounts and requires clients to use a recommended custodial broker-dealer.
Assets Under Management$17M
Clients20
Advisors1
Avg. per Client$830K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is 1.25% for existing clients and 1.5% for new clients. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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