Aspiration Fund Adviser Review


Aspiration Fund Adviser, founded in 2014, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Aspiration Fund Adviser manages $71.20 million and provides investment advisory services for 200,000 clients (1:200000 advisor/client ratio).

Fees may vary. Please contact adviser.

Benefits


  • No disciplinary history
  • Firm services over 1,000 clients
  • Communications sent to the firm’s website are secure and encrypted
  • Firm does not accept performance-based fees
  • Firm doesn’t perform side-by-side management

Considerations


  • Been in business only 3 years
  • Custodian is unknown
  • Firm is a broker-dealer or is affiliated with one and may be subject to compensation-related conflicts of interest
  • Firm has less than $1B in assets under management
  • Firm has a low advisor to client ratio

Managed Investing

Trust Score
70
info_outline

Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Annual Management Fee Notes Fees may vary. Please contact adviser.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $356
Broker-Dealer Hybrid Yes
Disciplinary History No
Total AUM $71.20 million
Advisor / Client Ratio 1:200000


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