Aspired Wealth Planning offers investment management and financial planning services. Investment management involves creating a plan based on your goals and risk tolerance, and then managing your portfolio. Financial planning includes creating a comprehensive plan covering budgeting, debt management, insurance, investments, retirement, college, and estate planning. Aspired Wealth may use sub-advisors to manage client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $8.0M | 0.55% |
| $8.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, householding of Client accounts, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Clients may combine multiple household accounts to receive a lower tiered schedule. When a sub-adviser is utilized, Clients pay a separate sub-advisory fee, generally ranging from 0.15% to 1.00% annually, in addition to Aspired Wealth’s advisory fee.