Jay Spivak is a registered investment advisor at Spivak Asset Management, LLC, based in Avon, CT, with 29 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 65 clients with $390M 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 | 1.00% |
Spivak Asset Management may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Location
172 West Main Street, Avon, CT, 06001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Spivak Asset Management, LLC
Previous Registrations
Spivak Asset Management, LLC
State Registrations2 states
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