Aspire Wealth Advisory Group offers investment advice on a fee basis, including customized portfolios, analysis, and access to alternative investments. They also provide standalone financial planning and consulting services covering estate planning and insurance. Aspire may recommend independent investment managers. Clients are responsible for notifying Aspire of any changes to their financial situation or investment objectives.
Fee Structure
Aspire Wealth Advisory Group charges a percentage of your portfolio's value to manage your investments. This fee typically ranges from 0.50% to 1.50% per year. The exact fee is negotiable and depends on factors like the amount you invest and the complexity of your situation. If you also use Aspire for financial planning, your investment management fee may be reduced.