Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Separately Managed Accounts are negotiable, with the total annual fee being the sum of the Portfolio Management fee (0.65%) and the Advisory Services fee (negotiable). Some investments may include additional expenses. Financial planning is offered with fixed fees ($100-$100,000) or hourly fees ($100-$500). Clients are responsible for third-party fees. Inspire also receives compensation from its proprietary ETFs, ranging from 0.10% - 0.45% annually.
Areas of Practice
Advisor Information
Office location
8000 Santa Teresa Blvd, Ste 130, Gilroy, CA, 95020
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No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Michael owns 100% of Christian Wealth Management (DBA) and spends nearly full-time on it. He also has minority ownership in Inspire Investing, LLC-RIA and is a corporate officer, dedicating minimal time. Finally, Michael sells insurance as part of estate planning, spending minimal time.