Philip Kastenholz is a CFA-designated registered investment advisor at Aspiriant, LLC, based in Pewaukee, WI, with 23 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 11 more. Their firm serves 2,357 clients with $18B 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 |
|---|---|
| Any | 0.85% |
Standard fee schedule ranges from 0.85% down to 0.20% of the portfolio value per annum. Specific tiers vary by client category. Professional fiduciary rates range from 0.85% to 0.50%. Private investments recommended by the firm incur an additional 0.30% annual fee, and dedicated cash accounts are charged at 0.20%.
Fee Estimator
Location
N19W24200 Riverwood Dr, Suite 320, Pewaukee, WI, 53188
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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 →Employment History
Current Registrations
Aspiriant, LLC
Previous Registrations
Aspiriant Investment Advisors, LLC
Deloitte Investment Advisors LLC
State Registrations1 state
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.
Exams
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