The Aspen Equity Group (AEG) provides investment management, financial planning, and strategic development services. AEG uses a "Value + Momentum" approach, combining fundamental and technical analysis to manage client portfolios. AEG aggregates client portfolios based on individual risk tolerance into different investment models. Clients can request restrictions on investments, which AEG will review on a case-by-case basis.
Assets Under Management$32M
Clients49
Advisors1
Avg. per Client$640K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$250K
Minimum Annual Fee:$1,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K+ | 1.00% |
For households with total assets of less than $100,000, the annual management fee is 2.00%. All fees are negotiable within a normal range based on individual services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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