John Reed Crosier

Aspen Capital Management LLC

29 Years of Experience

View SEC Summary

Firm Information

Aspen Capital Management LLC

Compensation

Fixed/Hourly

Number of Advisors

2 advisors

Number of Clients

285 clients

Average Client Portfolio

$133K average

Assets Under Management

$38.0M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.80%
$500K - $1.0M	1.50%
$1.0M - $2.0M	1.20%
$2.0M - $3.0M	1.00%
$3M+	0.80%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Hourly Rate:Up to $300/hr

ACM is a soliciting firm for 3rd party advisors. Fees are established by the 3rd party advisor and are negotiable. Some clients may have an agreement to deduct advisory fees from their accounts quarterly, at a rate of 1.8% per annum of the total account value. Hourly financial planning fees are up to $300 per hour and are negotiable.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

1173 South 250 West, Suite#105, Saint George, UT, 84770

Get directions

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

January 2023

Final

Customer Dispute

February 2022

Settled

Regulatory

March 2018

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

John owns Crosier Financial, where he provides health, life, and disability insurance, dedicating about a quarter of his time. He also owns Aspen Capital Management, spending nearly full-time as a TPAM through an investment advisor.