Our Fee Philosophy
We’ve spent a ton of time thinking about how to structure our fees so they’re fair – to us and you. Tally them up, and we believe you’ll find our rates are highly competitive for the personalized level of service we provide.
Our fees also are:
Based on our fiduciary commitment to you. We prioritize what’s in your best interest.
Fully transparent. You know exactly what you’re paying for.
Flexible. Our tiered pricing reflects the levels of care typically required during the various stages in your financial journey.
Two-Part Pricing
Our two-part pricing reflects our double-duty approach to managing your financial well-being, pairing foundational planning with experienced investment management:
Financial Planning Fees:
Our financial planning fees are typically around $8,000 but may vary based on the complexity of your needs and the services you select. We offer flexible payment options: either an hourly rate with a maximum cap, or a 12-month fixed fee agreement, payable in four equal quarterly installments.
Investment Management Fees:
By separating out our financial planning fees to address individual requirements, we can then lower our investment management rates across all portfolios. Please note that all clients must agree to have at least $1 million in liquid assets managed by Aspire within 12 months of signing their initial financial planning agreement:
