Inspire Wealth Advisory (IWA) provides investment management through a platform, financial planning on various topics, and services to retirement plans. For investment management, IWA gathers client information and selects suitable investment strategies, but trades are executed through UX Wealth. Financial planning covers goals, investments, retirement, cash flow, risk, and estate preservation. IWA also advises retirement plans as a limited scope fiduciary.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable. In addition to IWA's fee of 1.50%, there is also a SMA fee that ranges from 0% to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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