Arch Spencer is a registered investment advisor at Spencer Financial Advisors, based in Plymouth, MN, with 7 years of industry experience. Arch operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.01% |
Fee is 0.0025% quarterly, equivalent to 0.01% annually. The Adviser’s fee shall be reviewed approximately six months following the date of this Agreement.
Fee Estimator
Location
Plymouth, MN
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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
Spencer Financial Advisors
State Registrations1 state
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