Assets Under Management
$1.0B
Number of Clients
3,809
Number of Advisors
54
Average Client AUM
$271K
AUM per Advisor
$19.1M
Compensation
Fee-Only (AUM)
Inspire Advisors, LLC offers discretionary portfolio management using sub-advisors and biblically responsible investing (BRI) standards. They also provide financial planning services, sub-advisory services to other RIAs, and consulting services. Investment advice is tailored to client needs.
Fees for portfolio management are based on a percentage of assets under management, as detailed in various fee schedules (Schedules 1-7). Each advisor representative can select the schedule that best aligns with client needs. Fees are billed monthly in arrears based on the average daily balance. Financial planning fees are either fixed (ranging from $100 to $100,000) or hourly (ranging from $100 to $500 per hour), both negotiable and billed in arrears. Consulting fees range from 0.50% to 1.00% annually on assets held at Mutual Securities, Inc.
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646