Aspen Wealth Management provides financial consulting/planning and asset management services, called the Wealth Management Program, tailored to individual needs. Planning covers tax, estate, business, retirement, education, budgeting, investment, real estate, and insurance analysis. Asset management is offered through a wrap fee program, managing accounts on a discretionary and non-discretionary basis.
Assets Under Management$660M
Clients353
Advisors8
Avg. per Client$1.9M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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