Business Description

Aspire Capital Management specializes in fee-based, comprehensive financial planning & asset management for professionals, corporate employees, and retirees. We strive to help anyone who is interested and willing to participate in the financial planning process. Please check out our website for a thorough description of how we work.

We believe our success is not measured merely by performance statistics but also by your success in achieving your goals.

General Information

Gender:

Male

CRD#:

4067598

Firm CRD#:

146000

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors

Education

Academic Background

BS, Aviation & Business Management - San Jose State University (1995)

Services

Investment Types:

Mortgages & Real Estate, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant

Insurance and Annuity Licenses:

Life

Financial Organization Memberships:

Financial Planning Association (FPA)

Non-Financial Organization Memberships:

Danville Chamber of Commerce

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Investment Advisor:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Hourly, Based on Assets, Commissions

Fee % Based on Assets:

0.8%

Hourly Rate:

$250

Additional Details on Charges:

From 1$ to $500,000 -- 0.80%
$500,000 to $2,000,000 -- 0.60%
the portion over $2,000,000 -- 0.40%

External Assets: 401(k), 403(b), etc., ESPP, stock options, etc.: Hourly

Financial Planning: Hourly

Prepared By:

Evor Vattuone, CFP®