Caleb Luis is a registered investment advisor at Aspirean Wealth, LLC, based in Mill Valley, CA, with 1 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 165 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspirean Wealth's Comprehensive Portfolio Management service charges a maximum annual fee of 1.60% of your portfolio. This fee covers both investment management and financial planning. Aspirean Wealth uses third-party money managers, who are compensated out of this fee. The total annual fee charged to clients utilizing third-party money managers may exceed 1.60% as the third-party money managers may be compensated separately from Aspirean Wealth's portfolio management fees.
Location
6 Knoll Lane, Suite B, Mill Valley, CA, 94941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aspirean Wealth, LLC
State Registrations1 state
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