Inspire Private Wealth Management (IPWM) provides investment management services, financial planning, retirement plan consulting, and insurance consulting to individuals, businesses, trusts, and charitable organizations. IPWM works with clients to determine their investment objectives and risk tolerance, allocating assets accordingly. Financial planning services are offered on a one-time basis and conclude with the delivery of a written financial plan. IPWM also participates in advisory programs sponsored by broker-dealers.
Assets Under Management$24M
Clients31
Advisors1
Avg. per Client$770K
Avg. per Advisor$24M
www.inspirepwm.com ·www.linkedin.com/in/anita-loy-88aa1228 ·www.linkedin.com/company/inspire-private-wealth...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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