Chad Everett Loveland

Aspen Capital Management LLC

28 Years of Experience

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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 (2)

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

Regulatory

March 2018

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Chad may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has real estate investments in Taylor, AZ and St. George, UT, dedicating minimal time to the latter.