Aspyre Wealth Partners
Assets Under Management
$669.3M
Number of Clients
354
Number of Advisors
7
Average Client AUM
$1.9M
AUM per Advisor
$95.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aspyre Wealth Partners offers comprehensive and non-comprehensive financial planning, consulting, and investment management services. They manage assets on a discretionary basis, primarily using mutual funds, ETFs, and individual securities. The firm tailors its services to individual client needs and objectives, using Modern Portfolio Theory.
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
Location
10000 College Blvd., Suite 260, Overland Park, KS, 66210
