Aspiration Fund Adviser Review


Trust Score 70%
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Aspiration Fund Adviser, federally registered in 2014, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Aspiration Fund Adviser manages $71 million and provides investment advisory services for 200,000 clients (1:200000 advisor/client ratio).

Fees may vary. Please contact adviser.

Benefits


  • Firm uses a transparent fee-only model
  • Firm services over 1,000 clients
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • There is only one licensed advisor for every 200000 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 4 years

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees may vary. Please contact adviser.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $356
Hybrid Advisor Yes
Disciplinary History No
Total AUM $71 million
Advisor / Client Ratio 1:200000
Headquarters 4551 Glencoe Ave Marina Del Rey, CA 90292
SEC Filings Forms and Brochures


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