Aspire Wealth Architects aims to help clients achieve their financial goals by minimizing investment risk and expenses. They focus on understanding client goals, prioritizing them, and recommending investment strategies using tax-efficient, diversified exchange-traded funds. Aspire Wealth Architects monitors portfolios daily and reviews financial plans regularly to adapt to changing circumstances.
Fee Structure
Aspire Wealth Architects charges an annual fee based on the amount of your assets they manage, ranging from 0.50% to 1.25%. The specific fee depends on your total household assets, with lower rates for larger accounts. Fees are typically billed quarterly in advance. Aspire Wealth Architects may offer discounted rates to employees, their families, institutional clients, and very high net-worth clients. Fees are negotiable.