Aspire Advisory Services offers financial planning and investment management services. Financial planning includes a review of your financial situation, establishing financial goals, and recommendations for budgeting, risk management, investing, taxes, retirement, and estate planning. Investment management involves supervising and directing your investments in stocks, bonds, mutual funds, and other securities. Aspire Advisory Services is a fee-only advisor.
Assets Under Management$61M
Clients77
Advisors1
Avg. per Client$800K
Avg. per Advisor$61M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. Firm has generally offered continuous management services at a flat rate of 0.5%, regardless of asset types or account value. Mutual funds and bonds are charged 0.5% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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