Aspen Trail Wealth Management offers ongoing portfolio management services, evaluating client investments based on risk tolerance and time horizon. They seek discretionary authority to make investment decisions. Aspen Trail Wealth Management does not offer client-tailored investment restrictions and manages all accounts according to standard investment strategies.
Assets Under Management$17M
Clients20
Advisors1
Avg. per Client$830K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. The fee is 1.25% for existing clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...