Spencer Smith is a registered investment advisor at US Growth Partners, LLC, based in League City, TX, with 8 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Location
League City, TX
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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 →Other Business Activities
Spencer works as a business consultant for Northstar Industries, focusing on product development and growth strategies. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
US Growth Partners, LLC
Previous Registrations
Tremont Street Advisors, LLC
Respire Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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