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.
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