Aspire Private Capital offers investment management, financial planning, and retirement plan consulting services. Aspire typically recommends third-party managers and sub-advisers for asset management. Aspire also provides tax consulting to asset management clients with investment portfolios in excess of $3,000,000. Financial planning is included with investment advisory services.
Fee Structure
Aspire's annual investment advisory fee is negotiable and does not usually exceed 1.90% of the total assets managed. The fee is billed quarterly in advance. Aspire may use sub-advisers, and the fees for those services are paid from Aspire's advisory fee. Clients may terminate the agreement with written notice and receive a prorated refund of any prepaid advisory fee.