Aspen Wealth Advisors provides investment management through tailored portfolios and continuous advice. They also offer financial planning, covering areas like business planning, cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement, risk management, and tax planning. Clients receive a written or electronic financial plan designed to achieve their stated financial goals.
Assets Under Management$2.7M
Clients11
Advisors1
Avg. per Client$250K
Avg. per Advisor$2.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $400K | 1.00% |
| $400K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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