Aspen Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, pension and profit sharing plans, and charitable organizations. Investment management involves creating custom portfolios or using model portfolios. Financial planning covers areas like estate planning, risk management, budgeting, retirement, and education funding. Aspen Wealth Management also offers sub-advisory services to other registered investment advisors.
Fee Structure
Aspen Wealth Management's annual fee for managing your investments ranges from 0.5% to 2% of the market value of your portfolio. The exact fee depends on the size of your portfolio, the complexity of the services, and the level of administration required. The fee is billed quarterly in advance. The advisory fee is negotiable.