Aspire Wealth offers personalized investment management and financial planning services. The firm builds customized portfolios using proprietary model portfolios and tailors strategies to each client's goals, time horizon, and risk tolerance. In addition to managing investments, Aspire Wealth provides comprehensive financial planning covering net worth, cash flow, tax analysis, insurance, retirement projections, and 401(k) reviews, available as both one-time plans and ongoing monitoring. The firm also offers hourly consulting for specific financial questions and retirement plan consulting for employers.
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% |
Annual management fee is up to 1.25% and is negotiable based on account size. Clients 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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