Aspera Financial, led by Kenneth Bell, manages investment portfolios tailored to each client's objectives and risk tolerance. Aspera focuses on wealth enhancement and preservation, emphasizing long-term absolute returns and minimizing fees. Aspera also provides financial planning advice and guidance to investment management clients at no extra charge, covering areas like retirement, education, insurance, tax, and estate planning.
Assets Under Management$22M
Clients32
AdvisorsN/A
Avg. per Client$690K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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