Aspen Capital Management LLC
Assets Under Management
$38.0M
Number of Clients
285
Number of Advisors
2
Average Client AUM
$133K
AUM per Advisor
$19.0M
Compensation
Fixed/Hourly
About This Firm
Aspen Capital Management offers access to third-party advisors and private placements, providing advice on which private placement to use. They also offer financial planning services, including investment and retirement planning. As of December 31, 2024, ACM has $38,000,000 in non-discretionary assets under management.
Fee Structure
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
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.
Areas of Practice
Location
1173 South 250 West, Suite#105, Saint George, UT, 84770