Aspect Partners offers investment advice and portfolio management to individuals, non-profits, institutions, and retirement plans. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. Aspect Partners may use third-party investment advisors to implement investment portfolios. The firm aims to help clients meet their financial goals while considering their risk tolerance and time horizon.
Assets Under Management$350M
Clients419
Advisors5
Avg. per Client$840K
Avg. per Advisor$70M
Fee Structure
Planning is included in investment management (also available separately)
Aspect Partners offers two investment management services:
- Asset Management: The annual fee is a percentage of your portfolio, up to a maximum of 2.00%.
- Comprehensive Portfolio Management: The annual fee is a percentage of your portfolio, up to a maximum of 2.25%.
Fees are calculated monthly based on the average daily value of your account and are negotiable. These fees do not include fees charged by third-party money managers, if used.
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