Advisor at Aspen Financial Solutions, LLC
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Firm
Aspen Financial Solutions, LLC
Location
Carbondale, CO
Credentials
Series 65
Industry experience
26 years
Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.
Based on Aspen Financial Solutions, LLC
$0 - $1,000,000: 1.00% $1,000,001+: 0.75%
Fee-only: Asset-based management fees charged quarterly in arrears, negotiable at firm's discretion.
Carbondale, CO
Colorado
Aspen Financial Solutions, LLC
2014 - Present (12 years)
Aspen Financial Solutions, LLC
2011 - Present (15 years)
Cow Horse Productions, LLC
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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