

| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are based on the market value of the portfolio assets or investable net worth. Aspyre Wealth Partners may negotiate to charge a lesser total annual fee based upon certain criteria.
Aspyre Wealth Partners charges fees based on assets under management or investable net worth. For clients with less than $500,000 in investable net worth or younger than 40, the fee includes an initial planning fee (up to $2,000), a monthly planning fee ($100-$200), and an annual advisory fee (1% of portfolio value). For other clients, fees are based on a percentage of investable net worth or assets under management. There is a minimum annual investment management fee of $3,000 for portfolios valued at less than $250,000. Hourly fees for financial planning and consulting range from $50 to $300. A minimum annual total fee of $7,000 is generally imposed for Comprehensive Financial Planning services, including a minimum annual financial planning fee component of $4,000.
10000 College Blvd., Suite 260, Overland Park, KS, 66210
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Lucas Bucl has been active in the Financial Planning Association throughout his career. He is currently serving board for the Greater Kansas City chapter as the Director of Public Awareness. He has previously served in various other roles within the organization, including the Programs, Media Relations , and Public Relations committees.