Philip Kastenholz is a CFA-designated registered investment advisor at Aspiriant, LLC, based in Pewaukee, WI, with 23 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,227 clients with $16B in assets under management.
Compensation
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Fee Structure
Aspiriant charges a percentage of your portfolio's value annually for investment management services. The standard fee schedule ranges from 0.85% to 0.2% per year, with a $14,000 minimum annual fee. For emerging wealth clients, the minimum fee is waived for the first 48 months, but there's a $2,500 annual wealth planning retainer. If you invest in private investment offerings recommended by Aspiriant, there's an additional 0.30% annual fee on the value of those investments. If Aspiriant separately manages a durable cash account for you, the fee is 0.20% per year on the account's value.
Location
N19W24200 Riverwood Dr, Suite 320, Pewaukee, WI, 53188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aspiriant, LLC
Previous Registrations
Aspiriant Investment Advisors, LLC
Deloitte Investment Advisors LLC
State Registrations1 state
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