Aspire Wealth offers financial planning and investment management services. Financial planning includes a review of your financial situation, goals, and risk tolerance, resulting in a written financial plan. Investment management involves creating a customized portfolio based on your objectives and risk tolerance, with Aspire Wealth making investment decisions on your behalf. Aspire Wealth also provides model signals to other investment advisory firms.
Assets Under Management$74M
Clients140
Advisors5
Avg. per Client$530K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The management fee is up to 1.25%. The fee is negotiable based on the size of the account. You may aggregate accounts to achieve a lower rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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