Nathan Burman
Advisor at Aspen Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Aspen Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID 83702
Credentials
Series 65
Industry experience
3 years
Nathan Burman is a Series 65-credentialed advisor with Aspen Capital Management, LLC in Boise, ID, where he has worked since 2022. He has three years of industry experience, following a decade in full-time education. Aspen Capital Management provides fee-only financial planning and investment management primarily to individuals and families, offering services such as asset management, retirement and education planning, and investment tax guidance. The firm manages approximately $1.1 billion with a focus on strategic asset allocation including global equities, REITs, and multi-sector bond funds.
Based on Aspen Capital Management, LLC
Financial planning fees range from $2,000 to $10,000, negotiable
Starts at 1.00% per year and declines to 0.35% per year based on aggregate assets under management; fees are negotiable
Minimum fee: Minimum quarterly fee of $1,250 (negotiable) Fee-only: Fee-only financial planning and investment management; no commissions accepted
101 S Capitol Blvd, Suite 610
Boise, ID 83702
Idaho
Aspen Capital Management
2022 - Present (4 years)
Full-time education
2012 - 2022 (10 years)
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Lawyer
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