Exceptional customer service comes standard here. Our base fee includes an annual in-person review, in-dept quarterly reports, monthly investment strategy commentary, personalized access to The Grove, and one hour of wealth planning per year. However, we know that everyone’s needs are unique. This handy Choice Calculator will help you calculate estimated fees and let us know how we can best serve you!
Let ’s BeginYour Choice Calculator
Aspen Wealth Strategies isn’t one of those fee-only investment firms that try to sell you on all of our services. We’re focused on providing you with just what you need at a level that achieves your goals and exceeds your expectations. From asset management to retirement planning, we are the Denver wealth management firm that is designed to grow with your needs.
BASE FEE SERVICE
PORTFOLIO SIZE
We make sure that our solutions fit your portfolio and goals. Regardless of your portfolio size, our team is committed to helping it grow.
Communication
We are always here for you, but let us know how often you would like to meet. As previously mentioned, our base fee service includes an annual in-person review, in-depth quarterly reports, and more. If you prefer more frequent reviews, we are happy to accommodate your needs.
Additional office visits are billed as follows.
Family CFO
Your family’s financial life is like a puzzle with many pieces. Ensuring that they fit and work together can be time-consuming, especially when they are spread across multiple offices and accounts. With the Family CFO, our team collaborates with each other and other financial professionals to provide a focused and united financial plan.
Wealth Planning
Our team applies a comprehensive-yet-customized variety of services to help you grow, structure, and preserve your wealth for the next generation. Do you need a comprehensive financial plan?
Your Result
Based off the need for your account, your result would be:
PORTFOLIO SIZE
Under $499,999 …………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 0.90%
Communication
Annual Review …………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 0%
Family CFO
Yes …………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 0.65%
Wealth Planning
No …………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 0%
Your Estimated Annual Fee:
Are you ready to get started? Contact us and we’ll take if from here.
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