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
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
Get directionsRegulatory History
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 Activities
Robert serves as a board member for Monorail Securities, LLC, an investment advisory firm and technology company. He dedicates minimal time to assisting with marketing, PR, and strategic networking.