Inspire Investing is a registered investment advisor based in Meridian, Idaho, providing portfolio management and financial planning services to individuals, high-net-worth clients, and institutions. Founded in 2015, the firm manages billions in client assets. Inspire Investing integrates a unique "Biblically Responsible Investing" strategy across all portfolios, utilizing a proprietary scoring system to select investments that align with biblical values while screening out companies that conflict with those principles. In addition to customized separately managed accounts, Inspire Investing creates proprietary exchange-traded funds and offers financial planning covering retirement, taxes, and estate strategies. The firm operates under a legal obligation to act in clients' best interests and tailors portfolios to match individual risk tolerance and personal values.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.90% |
| $1.0M - $10.0M | 1.65% |
| $10.0M - $50.0M | 1.40% |
| $50M+ | 1.15% |
Fees are generally negotiable, and the maximum advisory fee is capped at 2.50% annually. Portfolio management makes up a flat 0.65% of the fee, while the advisory services portion varies.