Aspire Private Capital manages investment portfolios and provides personalized financial planning and tax consulting services for individuals, high net worth clients, and businesses. Aspire Private Capital typically recommends third-party managers and model portfolios through investment platforms like GeoWealth to handle day-to-day trading and asset allocation. In addition to investment management, Aspire Private Capital offers comprehensive financial planning covering retirement, taxes, insurance, and estate planning, which is included at no extra cost for clients with investment accounts. The firm specializes in working with individuals, retirees, and business owners, and also offers retirement plan consulting for employers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and typically do not exceed 1.90% annually. Financial planning is included at no extra cost.