Top financial advisors in Arvada, CO
We’ve curated a list of the best financial advisors in Arvada, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$223,339,449
Number of advisors
8 advisors
| $223,339,449 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Arvada, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Arvada. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Aspen Wealth Strategies, LLC
Aspen Wealth Strategies, LLC is a registered investment advisor founded in April 2013 and became registered in October 2020. The firm offers wealth management services to individuals, high net worth individuals, trusts, estates, businesses, and charitable organizations. Aspen serves as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment management solutions, including discretionary and non-discretionary services, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, options contracts, and alternative investments. Aspen's investment approach is primarily long-term focused, but adjustments may be made based on client goals and market conditions. Regarding fees, Aspen charges wealth management fees based on a tiered schedule, with rates ranging from 1.15% to 1.55% based on assets under management. Investment management fees range from 0.50% to 0.90% based on assets under management. Financial planning services are offered at an hourly rate of $275 or on an ongoing basis for $79 per month. Aspen does not charge performance-based fees and does not receive compensation for securities transactions. The firm does not accept or maintain custody of client assets, except for fee deductions. Clients are encouraged to review statements provided by the custodian. Aspen has a privacy policy in place to protect client information and does not sell non-public personal information. Clients have the right to limit the sharing of their information. For any questions or concerns, clients can contact Aspen at (303) 421-1113 or [email protected].
$223,339,449 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
CONSULTING FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Arvada, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Arvada. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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