AspenRidge Wealth Advisors provides customized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. The firm works closely with clients to understand their financial situation, risk tolerance, and goals, constructing portfolios primarily using low-cost mutual funds and exchange-traded funds, alongside individual stocks, bonds, and real estate investment trusts when appropriate. AspenRidge Wealth Advisors operates as a registered investment advisor and is legally required to act in your best interest. In addition to ongoing portfolio management, the firm offers financial planning on an hourly basis or through fixed-fee arrangements covering retirement planning, tax strategies, and estate planning considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the firm.