Courtenay Satterwhite
Courtenay Satterwhite is a registered investment advisor at Spirepoint Private Client, LLC, based in Vero Beach, FL, with 12 years of industry experience. Courtenay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 799 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SpirePoint's annual investment management fee, which includes financial planning, is based on the total value of your investments. The fee can be a fixed percentage, a fixed dollar amount, or a tiered schedule. The annual fee ranges up to 1.5%. Fees are assessed monthly, in advance, based on the value of your account at the end of the billing period. There may be a minimum annual fee.
Location
830 Azalea Lane, Vero Beach, FL, 32963
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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
Courtenay is an independent contractor for Optavia (Medifast, LLC) as a health coach since 2020. This takes about 10-20% of her time outside of business hours.
Employment History
Current Registrations
Spirepoint Private Client, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Barclays Capital INC.
Barclays Capital INC.Broker
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.