Invest with Aspire

Services for clients who have invested $100,000 – $1,000,000 with Aspire Advisors

  • Professional portfolio management wherein your advisor will discuss the objectives and suitability of our wide range of risk-based model portfolios
  • Comprehensive planning services available at a flat rate or a la carte at an hourly rate
  • Annual account review with your advisor
  • Phone-, web-, and email-based support and communication
  • Cloud-based communication portal or what we call the Advisors Vault that offers:
    • 24/7 account access
    • Portfolio/Reporting tools
    • Financial plan access and interactivity
    • Secure data gathering
    • External account aggregation
  • Investment education resources
  • Quarterly newsletter
  • Real-time CIO market commentary

Services for clients who have invested $1,000,000 – $2,000,000 with Aspire Advisors

All the services offered for clients investing under $1,000,000, plus:

  • A comprehensive suite of planning services, available at no additional charge
  • Coordination with other advisory professionals, such as accountants, attorneys, and estate planners

Services provided to clients with over $2,000,000 invested with Aspire Advisors

All the services offered above, plus:

  • Custom investment portfolios designed to meet your needs