AA
CFP

Ami S Aranha

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
72 advisors
Number of Clients
2,227 clients
Average Client Portfolio
$7.0M average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$1.5M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$14,000
Financial Plan Fee:$2,500 - $50,000

Aspiriant charges fees for investment management services based on a standard fee schedule ranging from 0.85% to 0.2% of the portfolio value annually, with a minimum annual fee of $14,000. For assets invested in private investment offerings sourced and recommended by Aspiriant, an additional annual fee of 0.30% is charged on the invested fair market value. Durable cash accounts managed on a discretionary basis are charged 0.20% per year. Wealth planning and specialty services are charged on a case-by-case retainer basis, typically ranging from $5,000 to $50,000, billed quarterly in advance. Hourly wealth planning fees are also available and may be negotiable.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Advisor Information

Office location

12481 High Bluff Drive, Suite 110, San Diego, CA, 92130

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aspiriant, LLC
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
Callan Capital, LLC
December 2015 - June 2018 · 2 yrs 6 mos
Empowered Retirement, INC.
June 2014 - May 2015 · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.