Assets Under Management
$509.6M
Number of Clients
334
Number of Advisors
7
Average Client AUM
$1.5M
AUM per Advisor
$72.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Aspen Wealth Management, LLC offers discretionary investment management services through a wrap fee program. They allocate client assets among mutual funds, ETFs, and individual securities based on client objectives, risk tolerance, and liquidity needs. They may utilize sub-advisors and provide ongoing investment review and management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may vary based on account size, complexity, or other reasons agreed upon.
4200 S. Hulen St., Suite 422, Fort Worth, TX, 76109