Inspire Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,906,395
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
30
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$796,880
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed fee ranges from $500 to $25,000 for financial planning and consulting services; educational seminar fees $59 to $150 per attendee
$0 - $750,000: 1.25% $750,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% More than $10,000,000+: Negotiable
Representatives licensed as insurance agents receive commissions for insurance and annuity sales separate from advisory fees.
$150 to $400 per hour for financial planning and consulting
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Inspire Private Wealth Management
1717 Alliant Ave, Suite 8
Louisville KY 40299, United States
Number of offices
1
Forms ADV
Quick links
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