Carl David Forster

20 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth

Aspiriant, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

72 advisors

Number of Clients

2,227 clients

Average Client Portfolio

$7.0M average

Assets Under Management

$15.5B

Fee Structure

Minimum Investment:$1.5M

Financial Planning:Included in AUM fee

Minimum Annual Fee:$14,000

Location

350 5th Avenue, Suite 6420, New York, NY, 10118

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Aspiriant, LLC

August 2008 - Present · 17 yrs 6 mos

Previous Registrations

Kfq Investment Advisors LLC

February 2005 - May 2008 · 3 yrs 3 mos

State Registrations2 states

CANY

Advisor

Exams

No exam information available for this advisor.