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    Client Relationship Summary

    Aspiriant services

    December 1, 2022

    Aspiriant services

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    Introduction

    Aspiriant, LLC is registered with the Securities and Exchange Commission as an investment advisor. Investment advisors and brokerage firms charge fees differently for the services they provide, and it is important that you understand the differences. Free and simple tools are available to research firms and financial professionals at investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors and investing.

    What investment services and advice can you provide me?

    We offer both investment management and wealth planning services to retail clients. Our investment management services include the development and implementation of your personal investment policy followed by ongoing advice and management of your investment portfolio. We continuously monitor your managed investments, as well as buy and sell securities on your behalf. Your investment advisory agreement gives us discretion to determine the investments to buy and sell on your behalf. You may impose reasonable restrictions on our authority. Our wealth planning services include advice about your financial goals, taxes, estate planning, risk management, philanthropy, retirement and education, depending on what you engage us to do. We do not have an absolute minimum account size. We typically provide services to clients with investment portfolios of $1.5 million or more. We are also the investment advisor to the Aspiriant Funds, which are available solely to our clients.

    We encourage you to ask us questions to help you better understand our services, such as: Given my financial situation, should I choose an investment advisory service? Why or why not? How will you choose investments to recommend to me? What is your relevant experience, including licenses, education and other qualifications? What do these qualifications mean?

    What fees will I pay?

    Investment Management Services

    We charge a percentage of assets under management for investment management services for most clients. These fees are assessed quarterly, in arrears, based on the average daily value of your investments. You should understand that the greater the investment value in your account, the more you will pay in fees. This means we have an incentive for you to increase the investments under our management. If the value of your investments increases or decreases, our fees go up or down, aligning our interests. Our investment management fees can also be charged as a fixed fee in some client situations.

    Wealth Planning Services

    We charge a quarterly retainer, in advance, for agreed-upon wealth planning services. We also charge you hourly or fixed fees, in arrears, for services beyond the scope of those covered by the retainer.

    Additional Miscellaneous Fees

    In addition to our fees, you may incur additional fees and costs related to the investments in your account, such asset custody fees, transaction and trading costs, surrender charges, and other product-related fees such as redemption fees. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.

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    About

    • Overview
    • Our Story
    • Locations
    • FAQ
    • Awards & Press
    • Diversity, Inclusion & Belonging
    • Careers
    • Partner With Us

    Team

    • Our Exceptional People
    • Leadership
    • Partners
    • Advisors
    • Investment Team
    • Distinguished Alums
    • Board of Directors

    Services

    • Total Wealth Management
      • Wealth Planning
      • Investment Management
      • Risk Management
      • Tax Planning
      • Estate Planning
      • Philanthropy
    • Exclusive Family Office
      • Wealth Planning
      • Investment Management
      • Risk Management
      • Tax Planning
      • Estate Planning
      • Strategic Philanthropy
      • Accounting & Banking
      • Enhanced Reporting
      • Tax Compliance
      • Family Governance & Education

    Learn

    • Fathom Blog
    • Podcast
    • Ebooks
    • Videos

    Stories

    • Multi-Family Office
    • Optimizing Equity Compensation
    • Navigating Liquidity Events
    • Fiduciaries
    • Family Business Owners
    • Women Taking Charge

    Locations

    • Los Angeles
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    • Austin
    • Cincinnati
    • Milwaukee
    • Minneapolis
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    Disclosure: The above represents the views and opinions of Aspirant and is not the result of fact based analysis but is the result of the impressions we receive when dealing with some of our clients and our competitors. There is no guarantee of success and that investing in securities involves the risk of a part or total loss of investment which investors should be prepared to bear.

    Aspiriant is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). For additional information regarding our registration with the SEC, please click on the link below identified as ADV. For a copy of our full ADV filed with the SEC, please click on the following SEC public disclosure consumer website: ASPIRIANT, LLC – Investment Adviser Firm (sec.gov). Please note that registration with the SEC does not suggest a certain level of skill and training. We also urge to you view Form CRS above, which Aspiriant is required to provide to all retail investors.

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