Spencer Staples is a CFP-designated registered investment advisor at Econalpha Advisors, based in Wilmington, DE. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees range from 0.15% to 0.50% per annum depending on the investment strategy and account size. Fees are negotiable at the discretion of EconAlpha Advisors.
Fee Estimator
Location
1000 N West Street, Suite 1200, Wilmington, DE, 19801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Econalpha Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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