James Spreng is a registered investment advisor at Spreng Capital Management, INC., based in Bucyrus, OH, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 937 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.25% |
Fees are negotiable. Employees, close friends, and relatives of the principals and employees of SCM may be charged a lower fee.
Fee Estimator
Location
201 South Sandusky Avenue, Bucyrus, OH, 44820
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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
Spreng Capital Management, INC.
State Registrations2 states
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