Inspire Investing provides investment advice and manages portfolios for individuals, high-net-worth individuals, institutions, and registered investment companies. Inspire uses biblically responsible investing standards, utilizing their Inspire Impact Score™ to align investments with biblical values. Services include separately managed accounts and financial planning. Inspire also offers model portfolios to other registered investment advisors.
Assets Under Management$2.9B
Clients463
Advisors12
Avg. per Client$6.2M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.90% |
| $1.0M - $10.0M | 1.65% |
| $10.0M - $50.0M | 1.40% |
| $50M+ | 1.15% |
Fees are generally negotiable and the maximum advisory fee is not to exceed 2.50% annually. The portfolio management fee is 0.65% and the advisory services fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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