Aspiriant is a registered investment advisor that offers a full suite of sophisticated and integrated investment management, wealth planning, and family office services. The firm primarily serves high-net-worth individuals, families, corporate executives, business owners, and professional fiduciaries. Aspiriant takes a holistic approach to managing clients' financial lives, offering both discretionary and non-discretionary investment management alongside extensive wealth planning services. These planning services cover long-term financial plans, cash flow and income tax projections, retirement planning, education funding, debt management, risk management, executive compensation, philanthropic strategies, concentrated stock planning, family governance, and estate planning strategies. Additionally, the firm provides specialized consulting for divorce and special needs planning through on-staff certified professionals. Aspiriant utilizes a structured investment process that begins by understanding client goals and risk tolerance, followed by asset allocation across public equities, fixed income, real estate, private investments, and diversifying strategies. The firm is employee-owned, which drives client service stability and succession planning, and operates as a fiduciary legally required to act in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Standard fee schedule ranges from 0.85% down to 0.20% of the portfolio value per annum. Specific tiers vary by client category. Professional fiduciary rates range from 0.85% to 0.50%. Private investments recommended by the firm incur an additional 0.30% annual fee, and dedicated cash accounts are charged at 0.20%.