Aspen Capital Management offers personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, limited investment tax planning, education funding, retirement planning, and limited estate planning. Aspen Capital Management is a fee-only firm and does not sell commissioned products.
Assets Under Management$1.3B
Clients475
Advisors10
Avg. per Client$2.8M
Avg. per Advisor$130M
www.facebook.com/aspencapital ·www.aspencapitalmgmt.com ·www.linkedin.com/company/aspen-capital-management
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
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.
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