Ami Aranha is a CFP-designated registered investment advisor at Aspiriant, LLC, based in San Diego, CA, with 10 years of industry experience. Ami 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
12481 High Bluff Drive, Suite 110, San Diego, CA, 92130
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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
Callan Capital, LLC
Empowered Retirement, INC.
State Registrations1 state
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