Aspire Advisors manages investment portfolios and offers personalized financial planning, retirement planning, and consulting services. Founded by John Hamilton, the firm builds customized portfolios primarily using mutual funds and exchange-traded funds, tailoring strategies to each client's risk tolerance, time horizon, and financial goals. Aspire Advisors also provides retirement plan consulting services to employee benefit plans and sponsors. Clients can engage Aspire Advisors on a discretionary or non-discretionary basis. Financial planning services are available on a standalone basis or included at no additional cost for clients who maintain at least $1 million in assets under management with Aspire Advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are negotiable. Corporate pension and retirement plan clients have a separate fee schedule and are subject to a $5,000 minimum annual fee.