Aspen Capital Management acts as a connecting firm, helping clients select third-party registered investment advisors and private placement investments. Aspen Capital Management provides financial planning, retirement planning, and ongoing reviews of client accounts and chosen third-party managers. The firm is owned and operated by John R. Crosier and Chad E. Loveland, and representatives are also licensed independently to sell insurance products for commissions. Aspen Capital Management does not manage client portfolios directly, instead delegating portfolio management to external advisory platforms while providing guidance, education, and administrative oversight.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are established and collected by third-party advisors on the platform; rates shown reflect standard agreements where applicable, and fees are negotiable.