Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Comprehensive Portfolio Management has a maximum fee of 3.0% of assets under management, but may be a flat fee not to exceed 2.5% of AUM or a negotiated flat rate. Financial planning fees range from $100 to $1,000 hourly or $100 to $10,000 flat. Portfolio Monitoring has a maximum fee of 0.3% of monitored assets. Fees are negotiable and will be detailed in the client agreement.
Areas of Practice
Advisor Information
Office location
720 Summit Blvd, Suite B101, Frisco, CO, 80433
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Aleda operates under several DBAs for her LPL business, including Aleda S. Kresge, CFP(R), Inc. and Affinity Wealth Management Group. She is also a registered investment advisor hybrid with Western Wealth Management, LLC, spending nearly full-time on activities such as financial planning and retirement consulting, and dedicates minimal time to activities such as being a ski instructor, notary public, real estate rental, and acting in a fiduciary capacity.