Inspire Advisors, LLC

Fee-Only (% of Portfolio)

Inspire Advisors offers investment management using sub-advisors and financial planning services. Inspire uses Biblically Responsible Investing (BRI) standards, utilizing their Inspire Impact Score™ to align investments with biblical values. They offer both discretionary and non-discretionary portfolio management. Financial planning services range from broad-based to single-subject planning. Inspire also provides sub-advisory services to other registered investment advisors.

Assets Under Management$1B
Clients3,809
Advisors65
Avg. per Client$270K
Avg. per Advisor$16M

Fee Structure

Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.

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Location

65 Advisors at this firm

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Inspire Advisors, LLC | TrueAdvisor