Aspire Financial offers financial planning and portfolio management services. Financial planning covers areas like cash management, risk management, estate planning, tax issues, retirement planning, and education funding. Portfolio management involves creating individualized portfolios based on client objectives and risk tolerance, using bonds, stocks, and treasury bonds. Aspire Financial emphasizes risk control and seeks investment options globally.
Assets Under Management$41M
Clients209
Advisors3
Avg. per Client$200K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable based upon total household assets invested with Aspire Financial.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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