Inspirion Wealth Advisors, LLC

Inspirion Wealth Advisors, LLC, established in 2012, is a financial advisory firm based in Libertyville, IL. Specializing in wrap comprehensive portfolio management, financial planning, and retirement plan consulting, the firm is owned by Inspirion Holdings, LLC, majority-owned by Inspirion Legacy Partners, LLC. Investment strategies include long-term and short-term purchases, margin transactions, and option writing. The firm manages $1,237,818,941 in assets under management as of December 31st, 2024. For fees, the firm offers negotiable rates for services such as wrap comprehensive portfolio management, financial planning, and retirement plan consulting. Hourly fees for financial planning start at $300, while flat fees range from $1,000 to $10,000. Retirement plan consulting fees are based on a percentage of plan assets under management, not exceeding 1.00%. The firm primarily uses Charles Schwab & Co., Inc. as the custodian/broker for client accounts, with services including investment research and technology support. The firm does not charge performance-based fees and provides investment discretion upon signing a discretionary investment advisory agreement. Clients receive at least annual account reviews and have the option to place reasonable restrictions on investments. The firm acts as a fiduciary, committed to providing fair and full disclosure and acting in the best interests of clients at all times.