Inspire Capital Management manages wealth by helping clients make responsible financial decisions and implementing investment strategies. They identify unique investment parameters through consultations and questionnaires. Inspire then designs a portfolio allocation mix using various investment instruments to achieve the best return on investment capital. They also offer general consulting services independent of portfolio management.
Assets Under Management$7M
Clients15
Advisors1
Avg. per Client$470K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fee will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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