Aspiriant, LLC
Assets Under Management
$15.5B
Number of Clients
2,227
Number of Advisors
72
Average Client AUM
$7.0M
AUM per Advisor
$215.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aspiriant, LLC provides discretionary and non-discretionary investment management, wealth planning, family office, and specialty services. They create financial plans, manage investments, and advise on trusts, estates, and retirement plans. They primarily serve high-net-worth individuals, families, and professional fiduciaries, tailoring programs to client needs and objectives.
Fee Structure
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
Location
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA, 90025