Aspen Wealth Strategies provides wealth management and financial planning services. This includes investment management, retirement planning, education planning, and insurance consulting. Aspen creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks and bonds, and alternative investments. Aspen acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 0.65% |
| $1.0M - $1.5M | 0.55% |
| $1.5M - $2.0M | 0.45% |
| $2.0M - $2.5M | 0.35% |
| $2.5M - $3.0M | 0.25% |
| $3M+ | 0.25% |
Fees may be negotiable. Aspen also offers two specific model portfolios to Clients which deter from the investment advisory fee schedule listed above. Clients who utilize these models will pay the Advisor a monthly investment advisory fee in accordance with the fee schedule listed below: - Aspen Rainy Day Portfolio: 0.25% annually - Aspen Municipal Bond Portfolio: 0.40% annually