Aspire Private Wealth Counsel (APWC) provides ongoing portfolio management and financial planning services. APWC creates personalized investment plans based on each client's goals, risk tolerance, and time horizon. APWC may request authority to make trades without client permission. Financial planning services include investment, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$74M
Clients51
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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