Guides › Financial Advisor Fees
Updated September 23, 2026. Quick answer: Aspiriant does not publish a minimum dollar amount to open a Standard Fees for High Net Worth Clients account. Instead, it enforces a $14,000-a-year minimum annual fee (Standard Fees for High Net Worth Clients, 0.85% to 0.2% of portfolio value), which becomes the real floor for smaller balances once the percentage schedule alone would charge less than that.
The minimum, in the firm’s own words
“We do not have an absolute minimum for investment portfolios or a minimum account size. We typically provide investment management services to clients with investment portfolios of $1,500,000 or more. We do sometimes provide investment management and wealth planning services to individuals with smaller investment portfolios.”
On waivability: “At our discretion, we may discount fees or waive minimum fees for clients as an alternative to aggregating household assets or based on other relevant factors and circumstances.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Standard Fees for High Net Worth Clients | No published minimum account size | $14,000-a-year minimum annual fee (Standard Fees for High Net Worth Clients, 0.85% to 0.2% of portfolio value) | N/A (fee floor, not account-size minimum) |
| Source: Aspiriant, LLC Form ADV Part 2A, August 21, 2026 | |||
Aspiriant’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $14,000 |
| $500,000 | $14,000 |
| $1,000,000 | $14,000 |
| $2,000,000 | $17,000 |
What else to know
Aspiriant’s own brochure states plainly it has no minimum account size; it typically works with portfolios of $1,500,000 or more but says it does sometimes serve smaller portfolios. Its real, enforced floor is a $14,000-a-year minimum fee.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Aspiriant’s own published fee schedule runs $14,000 a year; see the full dollar breakdown from Aspiriant’s own fee disclosure across several account sizes.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See what it costs to leave Aspiriant, or read the general mechanics of switching financial advisors.
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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 23, 2026, quoting directly from Aspiriant’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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 much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.