Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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.
Areas of Practice
Advisor Information
Office location
10000 College Blvd., Suite 260, Overland Park, KS, 66210
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.
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Stewart is the president of Executive Agents, Inc., which provides evaluation and negotiation of compensation agreements for corporate executives. He also owns Eljay's Rivermarket Coffee House, dedicating minimal time to it.