TrueAdvisor
TrueAdvisor
AS
AS

Adam Everett Stanley

Aspiriant, LLC
12 Years of Experience
View SEC Summary
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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 Fifth Street, 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.

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Employment History
Current Registrations
Aspiriant, LLC
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Deloitte Investment Advisors LLC
May 2010 - October 2010 · 5 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.