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Updated September 18, 2026. Quick answer: Aspiriant discloses a maximum, individually negotiated rate of 0.85% in its Aspiriant, LLC Form ADV Part 2A (August 21, 2026). Converted to dollars, that runs $14,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Aspiriant, LLC Form ADV Part 2A (August 21, 2026): “Our standard fee schedule for investment management services provided to high net worth individuals, families and their entities, and retirement plans, ranges from 0.85% to 0.2% of the value of your portfolio, per annum, with a minimum annual fee of $14,000.”
The published maximum: 0.85% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $14,000 | 5.60% |
| $500,000 | $14,000 | 2.80% |
| $1,000,000 | $14,000 | 1.40% |
| $2,000,000 | $17,000 | 0.85% |
Aspiriant discloses a range (0.85% down to 0.2%) rather than a published breakpoint table, so the exact percentage that applies at any given balance is individually negotiated and not disclosed in the brochure – extrapolating undisclosed breakpoints would violate the no-invented-numbers rule. To stay defensible, dollar_at is computed using the disclosed ceiling (maximum) rate of 0.85% – the worst case a client at this balance could be charged – floored at the disclosed $14,000 minimum annual fee: max(balance x 0.0085, 14000). At $250k/$500k/$1M, 0.85% of the balance ($2,125/$4,250/$8,500) is below the $14,000 floor, so the floor applies and the true fee could be lower than $14,000 only if the firm reduces its stated minimum at its own discretion. At $2M, 0.85% x $2,000,000 = $17,000, which exceeds the floor; the true fee could be as low as roughly 0.2% ($4,000) if the client qualifies for the bottom of the disclosed range, but 0.85% is the only rate Aspiriant discloses as a bound, so $17,000 is reported as the defensible ceiling figure.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Aspiriant’s own published rate runs $14,000 a year.
Comparing Aspiriant against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Aspiriant, LLC Form ADV Part 2A (August 21, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055630
- SEC Investment Adviser Public Disclosure, Aspiriant, LLC (CRD #146720): https://adviserinfo.sec.gov/firm/summary/146720
- Aspiriant, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/146720/PDF/146720.pdf
Methodology. This page was built September 18, 2026, drawing on Aspiriant’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is Aspiriant a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
Thinking about leaving Aspiriant instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
What does it take to open an account? See Aspiriant’s minimum investment, straight from its own Form ADV Part 2A brochure.
Weighing whether to move ahead? Read the full Aspiriant review, including its fiduciary status and what it costs to leave.
Comparing Aspiriant against other options? See Aspiriant alternatives, including a flat-fee route and a robo/hybrid, plus a lower-fee full-service firm.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.