Aspen Creek Wealth Management (ACWM) provides ongoing portfolio management based on individual client goals. ACWM also offers financial planning services for fixed or hourly fees, covering retirement, risk management, and estate planning. ACWM may recommend clients to third-party investment advisors. ACWM also offers consulting services and retirement plan consulting services.
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.