Enspire Wealth Management offers investment management, where they build and manage portfolios using mutual funds and exchange-traded funds based on your risk tolerance and goals. They also offer financial planning, which can cover retirement, investments, estate planning, taxes, insurance, education, and more. Financial planning is typically included with investment management, but is also offered separately for a fee if your portfolio doesn't meet the minimum size.
Assets Under Management$120M
Clients52
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees typically calculated by aggregating accounts of clients living in the same household. Fees are generally not negotiable; however, services may be provided at a reduced rate or free of charge for some employees, family members, and friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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