Aspen Wealth Strategies offers comprehensive wealth management and investment management services tailored to individuals, high-net-worth clients, trusts, estates, and businesses. Aspen Wealth Strategies designs customized investment portfolios using low-cost mutual funds, exchange-traded funds, individual stocks and bonds, options, and alternative investments. In addition to portfolio management, Aspen Wealth Strategies provides financial planning covering retirement, education savings, insurance consulting, and personal savings. Clients can engage Aspen Wealth Strategies for ongoing wealth management or standalone financial planning and investment consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.65% |
| $2.5M - $3.0M | 0.45% |
| $3M+ | 0.45% |
Rates shown are for Aspen Private Wealth Services. Standalone investment management uses a separate schedule starting at 1.25% for the first $500K. Specific model portfolios are available at 0.25% (Rainy Day) and 0.40% (Municipal Bond). Fees are negotiable at the advisor's discretion.