Aspire Capital Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Aspire Capital Advisors offers customized investment management and financial planning services to individuals, high net worth families, trusts, estates, businesses, charities, and retirement plans. Operating under several business names including Kirkland Financial Advisers, AFG Financial, and Sound Financial Investments, Aspire Capital focuses on long-term portfolio strategies primarily using low-cost mutual funds, exchange-traded funds, and individual securities. The team works closely with clients to understand their financial goals, risk tolerance, and personal circumstances before building and monitoring portfolios. In addition to investment management, Aspire Capital provides financial planning covering retirement, education savings, insurance needs, and overall financial strategy, as well as retirement plan advisory services for businesses.

Assets Under Management$1.2B
Clients2,123
Advisors13
Avg. per Client$580K
Avg. per Advisor$95M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range up to 1.00% annually and are paid quarterly in advance. Fees may be negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

13 Advisors at this firm