Aspyre Wealth Partners
Assets Under Management
$669.3M
Number of Clients
354
Number of Advisors
7
Average Client AUM
$1.9M
AUM per Advisor
$95.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aspyre Wealth Partners offers comprehensive and non-comprehensive financial planning, consulting, and investment management services. They manage assets on a discretionary basis, primarily using mutual funds, ETFs, and individual securities. They tailor services to individual client needs and act as a fiduciary.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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 subject to change with written notice and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$3,000
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningBusiness OwnersHigh Net Worth
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Location
10000 College Blvd., Suite 260, Overland Park, KS, 66210
