Zachary Bernsdorf is a registered investment advisor at Aspire Capital Management, LLC, based in Columbus, OH, with 8 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Aspire Capital Management charges a flat annual advisory fee, billed quarterly. The fee covers ongoing investment management and financial planning services. The annual fee starts at $250, with no maximum, and is based on the scope and complexity of services, the client’s financial situation, and the time commitment required.
Location
Columbus, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aspire Capital Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Investment Distributors, INC.Broker
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Foresters Financial Services, INC.Broker
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.