Aspyre Wealth Partners offers personalized financial planning, consulting, and investment management services. The firm designs customized portfolios using mutual funds, exchange-traded funds, and individual stocks and bonds based on Modern Portfolio Theory. Aspyre Wealth Partners serves individuals, high-net-worth clients, trusts, estates, and business owners, providing holistic wealth management that encompasses retirement planning, tax strategies, estate planning, and human capital services such as executive coaching and career consulting.
Assets Under Management$670M
Clients329
Advisors8
Avg. per Client$2M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
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 are negotiable at the firm's discretion based on factors such as anticipated future assets, account composition, and client retention.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
