| Advisor Profile |
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Business Description |
Aspire Capital Management specializes in fee-based, comprehensive financial planning & asset management. We have no account minimums because 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. |
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General Information |
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| Years of Experience in Financial Services: |
12
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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| BS, Aviation & Business Management - San Jose State University (1995) |
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Services |
| Investment Types: |
Mortgages & Real Estate, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER (CFP®)
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| Insurance and Annuity Licenses: |
Life
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| Financial Organization Memberships: |
Danville Chamber of Commerce, Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Hourly, Based on Assets, Commissions
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| Fee % Based on Assets: |
0.8%
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| 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
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| Prepared By: |
Evor Vattuone |
| Most Recent Update: |
09/03/2008 |
Frequently Asked Questions |
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