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