Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable for combined household accounts of $5,000,000 or more, Aspen employees, nonprofit entities, and non-discretionary defined contribution plans.
Fee Estimator
Investment management fees are based on a percentage of your assets under management. The first $1,000,000 is charged 1.50% per year, and amounts above that are charged 1.00% per year. Fees are negotiable for combined household accounts of $5,000,000 or more, Aspen employees, nonprofit entities, and non-discretionary defined contribution plans. Financial planning and consultations are charged at $125.00 per hour. Planning fees are waived for managed account clients.
Areas of Practice
Advisor Information
Office location
Cheney, WA
Get directionsRegulatory History
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