Aspen Capital Management (ACM) provides access to third-party investment advisors and private placements. ACM offers advice on which private placement to use and provides education on the private placement's active management style, financial planning, and economic planning advice. ACM also provides financial planning services, including investment and retirement planning.
Assets Under Management$41M
Clients243
Advisors2
Avg. per Client$170K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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