Ami S Aranha

CFP

10 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

12481 High Bluff Drive, Suite 110, San Diego, CA, 92130

Get directions

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

September 2018 - Present · 7 yrs 5 mos

Previous Registrations

Callan Capital, LLC

December 2015 - June 2018 · 2 yrs 6 mos

Empowered Retirement, INC.

June 2014 - May 2015 · 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.