Aspirean Wealth, LLC

Aspirean Wealth, LLC is a registered investment adviser based in Mill Valley, CA, established in 2014. The firm specializes in providing comprehensive portfolio management services, financial planning, and retirement plan consulting. As a fiduciary, Aspirean is committed to acting in the best interests of its clients. The firm utilizes long-term investment strategies based on Modern Portfolio Theory, focusing on diversified portfolios through mutual funds and conservative fixed income securities. Clients have the option to place restrictions on investments within their portfolios. Aspirean does not accept performance-based fees and requires a minimum account balance of $500,000 for its Comprehensive Portfolio Management service. Fees for this service do not exceed 1.60% annually and are billed quarterly. Financial planning services are offered on an hourly or flat fee basis, with fees ranging from $1,500 to $10,000. Retirement plan consulting fees are based on a percentage of plan assets under management, not exceeding 1.6%. The firm does not sell securities for commissions and does not offer a wrap fee program. Aspirean does not provide cash or non-cash compensation for client referrals and maintains custody of client assets through qualified custodians. Clients have the option to grant investment discretion to the firm, allowing Aspirean to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities. Aspirean has no material disciplinary events and provides detailed information on its financial industry activities and affiliations.