Aspen Gold Financial provides investment and wealth management solutions to individuals, high net worth investors, businesses, family trusts, charitable foundations, and qualified plan participants. Aspen Gold offers discretionary investment management, corporate pension plans, individual consultation, and financial services. As a fiduciary, Aspen Gold is legally required to act in your best interest.
Assets Under Management$3.1M
Clients14
Advisors1
Avg. per Client$220K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.75% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $9.0M | 0.50% |
| $9M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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