Robin Naylor

Sprylen Wealth Management offers investment management services either directly or through third-party money managers. The annual fee is based on the amount of your portfolio. The total fee you pay will be the sum of Sprylen's fee and the third-party manager's fee. Here are some examples:

• Accounts up to $100,000

  • Freedom Advisors: 1.95% total (0.95% to Sprylen, 1% to Freedom Advisors)
  • Zacks/GeoWealth: 1.25% total (1.25% to Sprylen, 0% to Zacks/GeoWealth)
  • Cabana/GeoWealth: 1.25% total (1.25% to Sprylen, 0% to GeoWealth)
  • Gradient Endowment Series: 1.7% total (1% to Sprylen, 0.70% to Gradient)
  • Gradient Core Select: 2% total (1% to Sprylen, 1% to Gradient)

• Accounts over $100,000 and less than $250,000

  • Freedom Advisors: 1.9% total (0.9% to Sprylen, 1% to Freedom Advisors)
  • Gradient Core Select: 1.9% total (0.9% to Sprylen, 1% to Gradient)

• Next $250,000 - $1,499,999

  • Freedom Advisors: 1.7% total (0.80% to Sprylen, 0.9% to Freedom Advisors)
  • Gradient Core Select: 1.8% total (0.80% to Sprylen, 1% to Gradient)

• Next $1.5mm - $2,999,999

  • Freedom Advisors: 1.6% total (0.8% to Sprylen, 0.8% to Freedom Advisors)

• Next $3mm - $4,999,000

  • Freedom Advisors: 1.4% total (0.7% to Sprylen, 0.7% to Freedom Advisors)

• Over $5mm

  • Freedom Advisors: 1.2% total (0.6% to Sprylen, 0.6% to Freedom Advisors)