Your Choice Calculator

Aspen Wealth Strategies isn’t one of those 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 estate planning, we are the Denver wealth management firm that is designed to grow with your needs.

BASE FEE SERVICE

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 Begin

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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Are You On Track
For Retirement?


Here at Aspen, we utilize cutting-edge financial planning software to analyze your plan’s probability of success. Whether you’re at the beginning of your career, still working, or have already retired, we want to help make sure that you’re on track to meet all of your goals–whatever they may be. The first step in doing so is establishing a financial plan.

See If You’re On Track For Retirement

External Link Notice

The following website is being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor the following website or their respective sponsors. Raymond James is not responsible for the content of the websites or the collection or use of information regarding the websites’ users and/or members.

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