Devin Duffy Cruise

19 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

11100 Santa Monica Boulevard, Suite 600, Los Angeles, CA, 90025

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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

April 2016 - Present · 9 yrs 10 mos

Previous Registrations

The Glowacki Group, LLC

July 2014 - April 2016 · 1 yr 9 mos

Charles Schwab & CO., INC.

February 2008 - December 2013 · 5 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2005 - January 2008 · 2 yrs 4 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.