Trevor Hotmer
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
1 year
Trevor Hotmer is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Boise State University, Golf Galaxy, Western Express Lending, and Domino's. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion on a discretionary basis, focusing on strategic asset allocation with global equity, REITs, and multi-sector bond funds, and utilizes no-load mutual funds and ETFs.
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 · Texas
Aspen Capital Management
2023 - Present (3 years)
Boise State University
2022 - 2023 (1 year)
Golf Galaxy
2021 - 2022 (1 year)
Western Express Lending
2021 - 2021 (1 year)
Boise State University
2019 - 2021 (2 years)
Domino's
2019 - 2019 (1 year)
School
2012 - 2019 (7 years)
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