Anne Spreng-Cole is a registered investment advisor at Spreng Capital Management, INC., based in Bucyrus, OH, with 1 years of industry experience. Anne 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Anne is the sole owner/member of Longacre Farms, Inc., Bucks-Pride LA, LLC, and Reece Family Farm, LLC, all non-investment related for-profit crop production and real estate/farmland businesses since 2003. She spends minimal time during securities trading hours on bookkeeping and occasional manual labor, primarily during evenings and weekends.
Employment History
Current Registrations
Spreng Capital Management, INC.
State Registrations2 states
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