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
3939 E. Arapahoe Rd, Suite 100, Centennial, CO, 80122
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
Jeffrey operates Aspen Wealth Management as a DBA for his LPL business. He also provides investment advisory services through GPS Wealth Strategies Group, LLC, dedicating full-time hours to this activity, and uses Hutcheson Financial, LLC for tax/investment purposes, spending minimal time on it. Additionally, Jeffrey engages in real estate rental, spending a few hours per week.