Aspyre Wealth Partners offers financial planning, consulting, and investment management. Financial planning can be comprehensive or non-comprehensive. Investment management is offered as a stand-alone service or as part of comprehensive planning, primarily using mutual funds, exchange-traded funds, and individual securities. Aspyre Wealth Partners tailors its services to individual client needs and objectives.
Assets Under Management$670M
Clients329
Advisors7
Avg. per Client$2M
Avg. per Advisor$95M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. If portfolio assets under management are valued at less than $250,000, Aspyre Wealth Partners may impose a minimum annual investment management fee of $3,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
