Brandon Shaw
Brandon Shaw is a registered investment advisor at Aspen Creek Wealth Management, LLC, based in Colorado Springs, CO, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 95 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspen Creek Wealth Management (ACWM) manages investment portfolios for a fee based on the total value of your investments. The fee ranges from 0.25% to 1.00% annually. These fees are negotiable. ACWM may also recommend third-party asset managers, resulting in a total fee ranging from 0.55% to 2.25% annually, which includes ACWM's fee and the third-party manager's fee. These fees are also negotiable.
Location
Colorado Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandon works as a financial planner at Aspen Creek Wealth Strategies since 2019. This activity takes about half of his time.
Employment History
Current Registrations
Aspen Creek Wealth Management, LLC
Previous Registrations
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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.