Barbara Ingenito
Barbara Ingenito is a registered investment advisor at Aspire Advisors, LLC, based in North White Plains, NY, with 35 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 130 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fee for any alternative billing arrangements will not exceed 1.25% of the market value of the managed assets. Certain pre-existing clients are subject to a different fee schedule. Aspire Advisors, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
661 North Broadway, North White Plains, NY, 10603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Barbara is the Executive Vice President of Aspire Advisors, LLC, an investment advisory firm, since 2009. She dedicates a few hours per week to management and providing financial advice.
Employment History
Current Registrations
Aspire Advisors, LLC
Hamilton Cavanaugh & Associates, INC.Broker
Previous Registrations
Westport Financial Services, L.L.C.Broker
Westport Financial Services, INC.Broker
Prudential Retirement Services, INC.Broker
Mony Securities CORP.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.