Assets Under Management

$15.5B

Number of Clients

2,227

Number of Advisors

72

Average Client AUM

$7.0M

AUM per Advisor

$215.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Aspiriant provides discretionary and non-discretionary investment management, wealth planning, family office, and specialty services. They create financial plans, manage investments, and offer advice on tax, estate, and retirement planning. They primarily serve high-net-worth individuals, families, and professional fiduciaries.

Fee Structure

Minimum Investment:$1.5M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$14,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
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Location

11100 Santa Monica Blvd, Suite 600, Los Angeles, CA, 90025

72 Advisors at this firm

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