Aspire Advisory Services is an independent registered investment advisor founded in 1987 and based in Lodi, California. Led by sole owner and advisor David A. Worcester Jr., the firm provides comprehensive financial planning and investment management services. Aspire Advisory Services focuses on a fundamental approach to long-term investing, tailoring portfolios using individual stocks, bonds, mutual funds, options, certificates of deposit, and money market funds. The firm helps clients navigate general financial matters including retirement, taxes, insurance, and pensions. Aspire Advisory Services acts in the client's best interest, offering customized strategies without selling any proprietary investment products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Mutual funds and bonds are charged a flat rate of 0.5% per year and are considered first in determining the fee on other managed assets. All fees are negotiable, and the firm generally offers continuous management at a flat rate of 0.5% regardless of asset types or account value. Subject to a quarterly minimum of $100 and maximum of $2,500.