Aspire Wealth Management provides investment advice and financial consulting, focusing on building portfolios to meet client needs. They offer asset management on a discretionary and non-discretionary basis, and financial planning services for a separate fee or as part of asset management. They may recommend independent managers and use a third-party platform for held-away assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
A lower fee may be negotiated at the discretion of the adviser. Clients for whom they manage held-away assets through their third-party platform shall be charged a higher rate as the platform fee of up to 0.25% shall be deducted from their advisory fee. Clients who use a third-party manager will be charged a Model Manager Fee of up to 1%, which is in addition to the 1.5% asset management fee.