Aspire Advisors, LLC
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Overview
Aspire Advisors, LLC operates as a financial advisor company based in Purchase, New York. It administers $101.6 million in total assets across 226 customer accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). Aspire Advisors, LLC has a small group, including 6 financial advisors. Aspire Advisors, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets such as bonds, options and equities.
Aspire Advisors, LLC administers all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without needing the client's authorization. The firm's average account size is $449,721. The typical financial advisor at Aspire Advisors, LLC oversees about 38 client accounts, placing it towards the middle in terms of personalization.
The firm's central office is located at 2975 Westchester Avenue, Purchase, New York 10577. The company is allowed to serve clients across a few states, including Florida, New Jersey and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aspire Advisors, LLC by the Numbers
$101.6 million
7
226
$449.7 thousand
Products and Services
Aspire Advisors, LLC offers multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. However, it did not provide financial planning services to any of its customers in the previous financial year. It does not sell products or offer services aside from investment advisory services to its investment advisory accounts. Aspire Advisors, LLC is also affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically are based on which service is offered. Fee types charged by Aspire Advisors, LLC may include the following fee structures: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to retail investors and high net worth investors. Out of its 226 clients, Aspire Advisors, LLC's largest client type is retail investors, though it also manages money for 61 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 37.65%
- Other Individuals - 62.35%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Aspire Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Aspire Advisors, LLC
Purchase, NY
Purchase, NY
Purchase, NY
Purchase, NY
White Plains, NY
Purchase, NY
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