Lavea Thomas is a CFP-designated registered investment advisor at Aspen Capital Management, LLC, based in Boise, ID, with 20 years of industry experience. Lavea 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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Lavea established TNT Enterprises, LLC in 2019 for real estate management, but spends minimal time on it. The business is mainly managed by her husband.
Employment History
Current Registrations
Aspen Capital Management, LLC
Previous Registrations
Legacy Wealth Management, LLC
Waypoint Direct Investments, LLCBroker
Emerson Equity LLCBroker
Sc Distributors, LLCBroker
Realty Capital Securities, LLCBroker
Grubb & Ellis Capital CorporationBroker
Grubb & Ellis Securities, INC.Broker
Dbsi Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.