Aspire Wealth Advisors works with clients to identify investment goals and risk tolerance to create a portfolio allocation. Aspire offers financial, liability, and divorce planning services. Aspire acts as a fiduciary, customizing portfolios based on client objectives and accepting reasonable restrictions.
Assets Under Management$63M
Clients98
Advisors1
Avg. per Client$640K
Avg. per Advisor$63M
www.linkedin.com/in/farrell-griswold-70029 ·www.facebook.com/aspirewealthadvisors ·www.aspire-wealthadvisors.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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