EA
EA

Emilio Alix-Brantley

6 Years of Experience
New York, NY

Emilio Alix-Brantley is a registered investment advisor at Aspiriant, LLC, based in New York, NY, with 6 years of industry experience. Emilio 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
2,357 clients
Average Client Portfolio
$7.7M average
Assets Under Management
$18.0B

Fee Structure

Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$14,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Any0.85%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

350 5th AVENUE, Suite 3110, 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
October 2024 - Present · 2 yrs
Previous Registrations
Morgan Stanley
February 2020 - March 2024 · 4 yrs 1 mo
Morgan StanleyBroker
January 2020 - March 2024 · 4 yrs 2 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
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