| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable for combined client household accounts of $5,000,000 or more, Aspen employees and investment adviser representative employees and family accounts, nonprofit entities, and non-discretionary defined contribution plans. Clients can combine multiple household accounts to receive lower tiered fee schedule.
Arlington, TX
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