Mike Mers is a registered investment advisor at Aspen Capital Management, LLC, based in Boise, ID, with 20 years of industry experience. Mike operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 475 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspen Capital Management manages assets for a quarterly fee based on the total value of your investments. The annual fee starts at 1.00% and decreases to 0.35% as the amount you invest increases. These fees are negotiable. If the quarterly fee calculated is less than $1,250, a minimum quarterly fee of $1,250 will be assessed, which is also negotiable.
Location
101 S Capitol Blvd, Suite 610, Boise, ID, 83702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aspen Capital Management, LLC
State Registrations2 states
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