Aspirean Wealth offers investment advice and financial planning to individuals and families. Aspirean's primary service is Comprehensive Portfolio Management, which includes asset management and financial planning. They also offer financial planning and consulting services covering areas like retirement, estate, tax, and education planning. Aspirean uses third-party money managers and provides retirement plan consulting to employer plan sponsors.
Fee Structure
Aspirean Wealth's Comprehensive Portfolio Management service charges a maximum annual fee of 1.60% of your portfolio. This fee covers both investment management and financial planning. Aspirean Wealth uses third-party money managers, who are compensated out of this fee. The total annual fee charged to clients utilizing third-party money managers may exceed 1.60% as the third-party money managers may be compensated separately from Aspirean Wealth's portfolio management fees.