ASPEN ASSET MANAGEMENT INC.
How does the advisor help clients – Key Takeaways:
As a leading financial advisory firm, ASPEN ASSET MANAGEMENT INC. provides expert guidance and support to its clients, helping them achieve their financial goals and secure their future.
Facts and Insights
ASPEN ASSET MANAGEMENT INC. was founded in 1995 and has since then established its position as a trusted advisor in the financial industry. With a team of experienced and knowledgeable professionals, the firm offers a wide range of financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 26 years |
Financial Services Offered
ASPEN ASSET MANAGEMENT INC. offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. The firm follows a personalized approach, tailoring its services to meet the unique needs of each client.
Client Types
The firm caters to a diverse clientele, which includes individuals, families, small business owners, and corporations. The team at ASPEN ASSET MANAGEMENT INC. is equipped to handle different financial situations and provide customized solutions to clients from various backgrounds.
Fees & Compensation
ASPEN ASSET MANAGEMENT INC. believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with those of the clients. The firm also discloses any potential conflicts of interest to its clients.
Background
The team at ASPEN ASSET MANAGEMENT INC. comprises highly qualified and experienced professionals, including certified financial planners, investment advisors, and tax professionals. The advisors stay updated with the latest trends and developments in the financial industry to provide the best possible guidance to clients.
Financial Advisor Disclosures to Know
Clients of ASPEN ASSET MANAGEMENT INC. can rest assured that the firm follows all legal and ethical practices. The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). The firm also adheres to the fiduciary standard, putting clients’ interests above its own.