Aspire Growth Partners offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. Aspire creates customized investment strategies based on client goals, risk tolerance, and financial situations, using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. Aspire also provides financial planning services covering investment, retirement, education savings, and insurance needs. Aspire may recommend independent managers and will perform due diligence over the selected managers.
Assets Under Management$1.2B
Clients958
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$400M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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