Aspen Ridge Wealth Management offers financial planning and investment management services. They provide investment advice on mutual funds, ETFs, individual stocks and bonds, and other investments. Financial planning covers asset allocation, insurance, retirement, college, estate, and tax planning. Aspen Ridge Wealth Management tailors its services to each client's needs and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are charged on a straight tier structure and are not blended. For family and friends of the Firm, the Firm, in its sole discretion, can reduce or waive management fees in their entirety. Should a client have more than one account managed by the Firm, then Aspen Ridge Wealth Management, LLC can elect at its sole discretion to aggregate the Client's accounts for the purpose of computing management fees.