Rand Spero is a CFP-designated registered investment advisor at Street Smart Financial, LLC, based in Lexington, MA, with 18 years of industry experience. Rand operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 59 clients with $58M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees for assets greater than $3.0 million are negotiated on a case-by-case basis considering account size and complexity. Current client relationships may have higher or lower fees.
Fee Estimator
Contact
Rand Spero
Location
21 Worthen Rd, Suite 1-2B, Lexington, MA, 02421
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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
Street Smart Financial, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
For more information, visit our website at www.streetsmartfinancial.com
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