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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range up to 1.00% annually and are paid quarterly in advance. Fees may be negotiable at the firm's discretion.