Aspire Advisors offers financial planning, retirement planning, consulting, and investment management services to help clients meet their investment objectives and financial goals. They tailor their services to individual client needs, considering risk tolerance, liquidity needs, and time horizon. Clients are advised to promptly notify Aspire Advisors of any changes in their financial situation or investment objectives.
Assets Under Management$110M
Clients130
Advisors7
Avg. per Client$810K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fee for any alternative billing arrangements will not exceed 1.25% of the market value of the managed assets. Certain pre-existing clients are subject to a different fee schedule. Aspire Advisors, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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