Aspire Strategist Portfolios creates model investment portfolios for financial institutions like banks and investment advisors. These institutions then use Aspire's models to manage their own clients' investments. Aspire does not provide investment advice directly to individual investors and does not have agreements with them. Aspire offers standard and customized model portfolios using ETFs, mutual funds, and stocks.
Assets Under Management$33M
Clients5
AdvisorsN/A
Avg. per Client$6.6M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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